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Hunter Associates Investment Management’s US Bancorp USB Stock Holding History

Hunter Associates Investment Management’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
2024
Q1 		– Sell
-6,221
Closed -$270K – 266
2023
Q4 		$270K Sell
6,221
-71
-1% -$2.6K 0.05% 223
2023
Q3 		$209K Buy
+6,292
New +$229K 0.04% 235
2023
Q1 		– Sell
-5,939
Closed -$260K – 266
2022
Q4 		$260K Sell
5,939
-3,200
-35% -$137K 0.06% 190
2022
Q3 		$368K Hold
9,139
– – 0.1% 156
2022
Q2 		$421K Buy
9,139
+5,139
+128% +$257K 0.1% 143
2022
Q1 		$213K Hold
4,000
– – 0.07% 132
2021
Q4 		$225K Hold
4,000
– – 0.06% 135
2021
Q3 		$238K Hold
4,000
– – 0.08% 126
2021
Q2 		$228K Sell
4,000
-352
-8% -$20.7K 0.07% 121
2021
Q1 		$241K Buy
+4,352
New +$217K 0.06% 187
2020
Q1 		– Sell
-5,150
Closed -$305K – 173
2019
Q4 		$305K Buy
+5,150
New +$298K 0.09% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Hunter Associates Investment Management's USB Position: Q1 2024 in Review

Hunter Associates Investment Management sold out of US Bancorp (USB) in Q1 2024, closing a stake of 6,221 shares — an estimated $270K sold.

Hunter Associates Investment Management first reported a position in USB in Q4 2019 and held it in 11 quarters. The position peaked at $421K in Q2 2022. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • Hunter Associates Investment Management reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • Hunter Associates Investment Management sold 6,221 US Bancorp shares in Q1 2024, an estimated $270K.
  • Hunter Associates Investment Management first reported a position in US Bancorp in Q4 2019 and held it in 11 quarters.
  • Hunter Associates Investment Management's US Bancorp position peaked at $421K in Q2 2022.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Hunter Associates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.