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H.L. Ormond & Company’s US Bancorp USB Stock Holding History

H.L. Ormond & Company’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
Q3 		$557K Sell
13,814
-149
-1% -$6.89K 0.89% 58
2022
Q2 		$643K Sell
13,963
-317
-2% -$15.8K 1.04% 49
2022
Q1 		$759K Buy
14,280
+21
+0.1% +$1.21K 0.93% 52
2021
Q4 		$850K Buy
+14,259
New +$843K 1% 45

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

H.L. Ormond & Company's USB Position: Q3 2022 in Review

H.L. Ormond & Company reduced its US Bancorp (USB) stake by 1.1% in Q3 2022, selling an estimated $6.89K and leaving 13,814 shares worth $557K. The position accounts for 0.89% of the portfolio, ranked #58.

H.L. Ormond & Company first reported a position in USB in Q4 2021 and has held it in 4 quarters since. The position peaked at $850K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • H.L. Ormond & Company held 13,814 shares of US Bancorp worth $557K as of Q3 2022.
  • H.L. Ormond & Company sold 149 US Bancorp shares in Q3 2022, an estimated $6.89K.
  • US Bancorp made up 0.89% of H.L. Ormond & Company's portfolio in Q3 2022, its #58 holding.
  • H.L. Ormond & Company first reported a position in US Bancorp in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's US Bancorp position peaked at $850K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.