FJ Investments’s US Bancorp USB Stock Holding History

FJ Investments’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-40,384	Closed	-$1.75M	–	389
2023 Q4	$1.75M	Buy	+40,384	New	+$1.48M	0.08%	123

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FJ Investments's USB Position: Q1 2024 in Review

FJ Investments sold out of US Bancorp (USB) in Q1 2024, closing a stake of 40,384 shares — an estimated $1.75M sold.

FJ Investments first reported a position in USB in Q4 2023 and held it in 1 quarter. The position peaked at $1.75M in Q4 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

FJ Investments reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 40,384 US Bancorp shares in Q1 2024, an estimated $1.75M.
FJ Investments first reported a position in US Bancorp in Q4 2023 and held it in 1 quarter.
FJ Investments's US Bancorp position peaked at $1.75M in Q4 2023.
1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.