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GYL Financial Synergies’s US Bancorp USB Stock Holding History

GYL Financial Synergies’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
2023
Q1 		– Sell
-5,298
Closed -$231K – 290
2022
Q4 		$231K Sell
5,298
-754
-12% -$32.3K 0.05% 194
2022
Q3 		$244K Hold
6,052
– – 0.07% 172
2022
Q2 		$279K Buy
6,052
+493
+9% +$24.6K 0.08% 154
2022
Q1 		$295K Sell
5,559
-2,075
-27% -$119K 0.07% 159
2021
Q4 		$429K Buy
7,634
+1,256
+20% +$74.3K 0.12% 131
2021
Q3 		$379K Buy
6,378
+12
+0.2% +$683 0.19% 132
2021
Q2 		$363K Buy
6,366
+6
+0.1% +$352 0.19% 129
2021
Q1 		$352K Sell
6,360
-8
-0.1% -$400 0.19% 128
2020
Q4 		$297K Buy
+6,368
New +$269K 0.17% 134
2020
Q3 		– Sell
-5,555
Closed -$205K – 165
2020
Q2 		$205K Buy
+5,555
New +$198K 0.15% 148
2020
Q1 		– Sell
-5,492
Closed -$326K – 176
2019
Q4 		$326K Buy
5,492
+100
+2% +$5.78K 0.14% 116
2019
Q3 		$298K Sell
5,392
-88
-2% -$4.76K 0.15% 122
2019
Q2 		$287K Hold
5,480
– – 0.15% 116
2019
Q1 		$264K Sell
5,480
-300
-5% -$15K 0.15% 119
2018
Q4 		$264K Buy
+5,780
New +$298K 0.19% 106

Other funds holding USB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GYL Financial Synergies's USB Position: Q1 2023 in Review

GYL Financial Synergies sold out of US Bancorp (USB) in Q1 2023, closing a stake of 5,298 shares — an estimated $231K sold.

GYL Financial Synergies first reported a position in USB in Q4 2018 and held it in 15 quarters. The position peaked at $429K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • GYL Financial Synergies reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 5,298 US Bancorp shares in Q1 2023, an estimated $231K.
  • GYL Financial Synergies first reported a position in US Bancorp in Q4 2018 and held it in 15 quarters.
  • GYL Financial Synergies's US Bancorp position peaked at $429K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on GYL Financial Synergies's 13F filing for Q1 2023, filed 15 May 2023.