GJWM
USB icon

Gilliland Jeter Wealth Management’s US Bancorp USB Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-211
Closed -$9.65K – 607
2024
Q3 		$9.65K Hold
211
– – ﹤0.01% 459
2024
Q2 		$8.38K Hold
211
– – ﹤0.01% 458
2024
Q1 		$9.43K Buy
+211
New +$8.9K ﹤0.01% 438

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Gilliland Jeter Wealth Management's USB Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of US Bancorp (USB) in Q4 2024, closing a stake of 211 shares — an estimated $9.65K sold.

Gilliland Jeter Wealth Management first reported a position in USB in Q1 2024 and held it in 3 quarters. The position peaked at $9.65K in Q3 2024. 1,855 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 211 US Bancorp shares in Q4 2024, an estimated $9.65K.
  • Gilliland Jeter Wealth Management first reported a position in US Bancorp in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's US Bancorp position peaked at $9.65K in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.