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Gunn & Company Investment Management’s US Bancorp USB Stock Holding History

Gunn & Company 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
2024
Q3 		– Sell
-11,677
Closed -$464K – 135
2024
Q2 		$464K Buy
+11,677
New +$476K 0.03% 93

Other funds holding USB

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Gunn & Company Investment Management's USB Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of US Bancorp (USB) in Q3 2024, closing a stake of 11,677 shares — an estimated $464K sold.

Gunn & Company Investment Management first reported a position in USB in Q2 2024 and held it in 1 quarter. The position peaked at $464K in Q2 2024. 1,713 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining US Bancorp position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 11,677 US Bancorp shares in Q3 2024, an estimated $464K.
  • Gunn & Company Investment Management first reported a position in US Bancorp in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's US Bancorp position peaked at $464K in Q2 2024.
  • 1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.