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Freedom Investment Management’s US Bancorp USB Stock Holding History

Freedom Investment Management’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
2022
Q1 		– Sell
-3,677
Closed -$207K – 948
2021
Q4 		$207K Sell
3,677
-825
-18% -$48.8K 0.02% 805
2021
Q3 		$268K Sell
4,502
-69
-2% -$3.93K 0.02% 665
2021
Q2 		$260K Sell
4,571
-29
-0.6% -$1.7K 0.02% 739
2021
Q1 		$254K Sell
4,600
-78
-2% -$3.9K 0.02% 712
2020
Q4 		$218K Buy
+4,678
New +$198K 0.02% 556

Other funds holding USB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Freedom Investment Management's USB Position: Q1 2022 in Review

Freedom Investment Management sold out of US Bancorp (USB) in Q1 2022, closing a stake of 3,677 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in USB in Q4 2020 and held it in 5 quarters. The position peaked at $268K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Freedom Investment Management reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 3,677 US Bancorp shares in Q1 2022, an estimated $207K.
  • Freedom Investment Management first reported a position in US Bancorp in Q4 2020 and held it in 5 quarters.
  • Freedom Investment Management's US Bancorp position peaked at $268K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.