Evelyn V. Moreno’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $559K | Sell |
12,905
-78,201
| -86% | -$2.86M | 0.26% | 71 |
|
|
2023
Q3 | $3.01M | Sell |
91,106
-1,653
| -2% | -$60.2K | 0.66% | 49 |
|
|
2023
Q2 | $3.06M | Buy |
92,759
+5,265
| +6% | +$170K | 0.65% | 51 |
|
|
2023
Q1 | $3.15M | Buy |
87,494
+5,300
| +6% | +$236K | 0.72% | 50 |
|
|
2022
Q4 | $3.58M | Buy |
82,194
+41,801
| +103% | +$1.79M | 0.83% | 48 |
|
|
2022
Q3 | $1.63M | Sell |
40,393
-49,412
| -55% | -$2.29M | 0.74% | 51 |
|
|
2022
Q2 | $4.13M | Sell |
89,805
-5,302
| -6% | -$265K | 0.96% | 41 |
|
|
2022
Q1 | $5.05M | Buy |
95,107
+6,305
| +7% | +$362K | 1.02% | 39 |
|
|
2021
Q4 | $4.99M | Buy |
88,802
+6,816
| +8% | +$403K | 1% | 43 |
|
|
2021
Q3 | $4.87M | Sell |
81,986
-1,855
| -2% | -$106K | 1.15% | 39 |
|
|
2021
Q2 | $4.78M | Sell |
83,841
-38,142
| -31% | -$2.24M | 1.12% | 40 |
|
|
2021
Q1 | $6.75M | Sell |
121,983
-170
| -0.1% | -$8.49K | 1.61% | 31 |
|
|
2020
Q4 | $5.69M | Sell |
122,153
-9,045
| -7% | -$383K | 1.41% | 36 |
|
|
2020
Q3 | $4.7M | Sell |
131,198
-18,880
| -13% | -$691K | 1.27% | 36 |
|
|
2020
Q2 | $5.53M | Sell |
150,078
-1,448
| -1% | -$51.6K | 1.61% | 31 |
|
|
2020
Q1 | $5.22M | Sell |
151,526
-2,038
| -1% | -$98.2K | 1.77% | 26 |
|
|
2019
Q4 | $9.11M | Sell |
153,564
-2,878
| -2% | -$166K | 2.45% | 10 |
|
|
2019
Q3 | $8.66M | Buy |
156,442
+1,675
| +1% | +$90.5K | 2.37% | 11 |
|
|
2019
Q2 | $8.11M | Sell |
154,767
-6,645
| -4% | -$342K | 2.47% | 12 |
|
|
2019
Q1 | $7.78M | Buy |
161,412
+25
| +0% | +$1.25K | 2.3% | 16 |
|
|
2018
Q4 | $7.38M | Sell |
161,387
-2,582
| -2% | -$133K | 2.44% | 12 |
|
|
2018
Q3 | $8.66M | Sell |
163,969
-4,154
| -2% | -$220K | 2.42% | 13 |
|
|
2018
Q2 | $8.41M | Buy |
168,123
+6,750
| +4% | +$343K | 2.45% | 12 |
|
|
2018
Q1 | $8.15M | Buy |
161,373
+635
| +0.4% | +$34.7K | 2.49% | 11 |
|
|
2017
Q4 | $8.61M | Sell |
160,738
-9,586
| -6% | -$516K | 2.61% | 10 |
|
|
2017
Q3 | $9.13M | Buy |
170,324
+734
| +0.4% | +$38.4K | 2.73% | 8 |
|
|
2017
Q2 | $8.81M | Sell |
169,590
-1,300
| -0.8% | -$67K | 2.7% | 7 |
|
|
2017
Q1 | $8.8M | Buy |
170,890
+21,550
| +14% | +$1.15M | 2.68% | 6 |
|
|
2016
Q4 | $7.67M | Buy |
149,340
+25,970
| +21% | +$1.23M | 2.77% | 4 |
|
|
2016
Q3 | $5.29M | Buy |
123,370
+21,840
| +22% | +$928K | 1.94% | 19 |
|
|
2016
Q2 | $4.09M | Buy |
101,530
+89,105
| +717% | +$3.71M | 1.55% | 38 |
|
|
2016
Q1 | $504K | Buy |
12,425
+4,650
| +60% | +$186K | 0.2% | 55 |
|
|
2015
Q4 | $332K | Buy |
7,775
+175
| +2% | +$7.48K | 0.14% | 60 |
|
|
2015
Q3 | $312K | Buy |
7,600
+263
| +4% | +$11.4K | 0.13% | 63 |
|
|
2015
Q2 | $318K | Buy |
7,337
+487
| +7% | +$21.3K | 0.13% | 64 |
|
|
2015
Q1 | $299K | Buy |
6,850
+500
| +8% | +$21.9K | 0.11% | 67 |
|
|
2014
Q4 | $285K | Buy |
6,350
+350
| +6% | +$15.1K | 0.1% | 70 |
|
|
2014
Q3 | $251K | Buy |
6,000
+700
| +13% | +$29.6K | 0.1% | 71 |
|
|
2014
Q2 | $230K | Sell |
5,300
-8,356
| -61% | -$349K | 0.09% | 75 |
|
|
2014
Q1 | $585K | Hold |
13,656
| – | – | 0.23% | 61 |
|
|
2013
Q4 | $552K | Buy |
+13,656
| New | +$524K | 0.23% | 60 |
|
Other funds holding USB
MB
Evelyn V. Moreno's USB Position: Q4 2023 in Review
Evelyn V. Moreno reduced its US Bancorp (USB) stake by 86% in Q4 2023, selling an estimated $2.86M and leaving 12,905 shares worth $559K. The position accounts for 0.26% of the portfolio, ranked #71.
Evelyn V. Moreno first reported a position in USB in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.13M in Q3 2017. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.
- Evelyn V. Moreno held 12,905 shares of US Bancorp worth $559K as of Q4 2023.
- Evelyn V. Moreno sold 78,201 US Bancorp shares in Q4 2023, an estimated $2.86M.
- US Bancorp made up 0.26% of Evelyn V. Moreno's portfolio in Q4 2023, its #71 holding.
- Evelyn V. Moreno first reported a position in US Bancorp in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's US Bancorp position peaked at $9.13M in Q3 2017.
- 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.