HIGP
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Hill Investment Group Partners’s US Bancorp USB Stock Holding History

Hill Investment Group Partners’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
2021
Q4 		– Sell
-3,477
Closed -$207K – 32
2021
Q3 		$207K Buy
+3,477
New +$198K 0.13% 28

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Hill Investment Group Partners's USB Position: Q4 2021 in Review

Hill Investment Group Partners sold out of US Bancorp (USB) in Q4 2021, closing a stake of 3,477 shares — an estimated $207K sold.

Hill Investment Group Partners first reported a position in USB in Q3 2021 and held it in 1 quarter. The position peaked at $207K in Q3 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Hill Investment Group Partners reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Hill Investment Group Partners sold 3,477 US Bancorp shares in Q4 2021, an estimated $207K.
  • Hill Investment Group Partners first reported a position in US Bancorp in Q3 2021 and held it in 1 quarter.
  • Hill Investment Group Partners's US Bancorp position peaked at $207K in Q3 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Hill Investment Group Partners's 13F filing for Q4 2021, filed 11 Aug 2023.