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HC Financial Advisors’s US Bancorp USB Stock Holding History

HC Financial Advisors’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
Q2 		$2.46M Sell
53,337
-1,150
-2% -$57.4K 1.64% 20
2022
Q1 		$2.9M Buy
54,487
+2,999
+6% +$172K 1.72% 18
2021
Q4 		$2.89M Buy
51,488
+384
+0.8% +$22.7K 1.61% 20
2021
Q3 		$3.04M Sell
51,104
-340
-0.7% -$19.4K 1.82% 15
2021
Q2 		$2.93M Sell
51,444
-3,234
-6% -$190K 1.71% 18
2021
Q1 		$3.02M Buy
54,678
+1,246
+2% +$62.2K 1.84% 16
2020
Q4 		$2.49M Sell
53,432
-1,554
-3% -$65.8K 1.6% 19
2020
Q3 		$1.97M Sell
54,986
-8,964
-14% -$328K 1.41% 24
2020
Q2 		$2.35M Buy
63,950
+15,654
+32% +$558K 1.84% 18
2020
Q1 		$1.66M Buy
48,296
+3,068
+7% +$148K 1.49% 21
2019
Q4 		$2.68M Buy
45,228
+444
+1% +$25.7K 2.11% 13
2019
Q3 		$2.48M Sell
44,784
-713
-2% -$38.5K 2.12% 15
2019
Q2 		$2.38M Sell
45,497
-1,121
-2% -$57.8K 2.38% 17
2019
Q1 		$2.25M Buy
+46,618
New +$2.34M 2.36% 18
2018
Q4 		– Sell
-42,967
Closed -$2.27M – 63
2018
Q3 		$2.27M Buy
42,967
+2,143
+5% +$114K 2.01% 17
2018
Q2 		$2.04M Buy
40,824
+1,792
+5% +$90.9K 1.99% 16
2018
Q1 		$1.97M Buy
39,032
+1,524
+4% +$83.4K 1.95% 17
2017
Q4 		$2.01M Buy
+37,508
New +$2.02M 1.94% 20

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Financial Advisors's USB Position: Q2 2022 in Review

HC Financial Advisors reduced its US Bancorp (USB) stake by 2.1% in Q2 2022, selling an estimated $57.4K and leaving 53,337 shares worth $2.46M. The position accounts for 1.64% of the portfolio, ranked #20.

HC Financial Advisors first reported a position in USB in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.04M in Q3 2021. 1,685 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • HC Financial Advisors held 53,337 shares of US Bancorp worth $2.46M as of Q2 2022.
  • HC Financial Advisors sold 1,150 US Bancorp shares in Q2 2022, an estimated $57.4K.
  • US Bancorp made up 1.64% of HC Financial Advisors's portfolio in Q2 2022, its #20 holding.
  • HC Financial Advisors first reported a position in US Bancorp in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's US Bancorp position peaked at $3.04M in Q3 2021.
  • 1,685 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.