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Hoey Investments’s US Bancorp USB Stock Holding History

Hoey Investments’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
Q3 		– Sell
-800
Closed -$26.4K – 369
2023
Q2 		$26.4K Hold
800
– – 0.01% 158
2023
Q1 		$28.8K Buy
800
+300
+60% +$13.4K 0.01% 159
2022
Q4 		$21.8K Hold
500
– – 0.01% 171
2022
Q3 		$20K Hold
500
– – 0.01% 192
2022
Q2 		$23K Buy
+500
New +$25K 0.01% 153

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoey Investments's USB Position: Q3 2023 in Review

Hoey Investments sold out of US Bancorp (USB) in Q3 2023, closing a stake of 800 shares — an estimated $26.4K sold.

Hoey Investments first reported a position in USB in Q2 2022 and held it in 5 quarters. The position peaked at $28.8K in Q1 2023. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • Hoey Investments reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
  • Hoey Investments sold 800 US Bancorp shares in Q3 2023, an estimated $26.4K.
  • Hoey Investments first reported a position in US Bancorp in Q2 2022 and held it in 5 quarters.
  • Hoey Investments's US Bancorp position peaked at $28.8K in Q1 2023.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Hoey Investments's 13F filing for Q3 2023, filed 24 Oct 2023.