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Investors Financial Group’s US Bancorp USB Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-6,679
Closed -$375K – 171
2021
Q4 		$375K Sell
6,679
-1,984
-23% -$117K 0.17% 135
2021
Q3 		$515K Sell
8,663
-101
-1% -$5.75K 0.27% 95
2021
Q2 		$499K Buy
8,764
+46
+0.5% +$2.7K 0.27% 100
2021
Q1 		$482K Buy
8,718
+1,370
+19% +$68.4K 0.28% 94
2020
Q4 		$342K Buy
7,348
+142
+2% +$6.01K 0.23% 119
2020
Q3 		$258K Buy
7,206
+1
+0% +$37 0.19% 119
2020
Q2 		$265K Buy
7,205
+15
+0.2% +$535 0.22% 113
2020
Q1 		$248K Buy
7,190
+1,439
+25% +$69.4K 0.25% 98
2019
Q4 		$341K Buy
+5,751
New +$332K 0.28% 90

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Investors Financial Group's USB Position: Q1 2022 in Review

Investors Financial Group sold out of US Bancorp (USB) in Q1 2022, closing a stake of 6,679 shares — an estimated $375K sold.

Investors Financial Group first reported a position in USB in Q4 2019 and held it in 9 quarters. The position peaked at $515K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Investors Financial Group reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 6,679 US Bancorp shares in Q1 2022, an estimated $375K.
  • Investors Financial Group first reported a position in US Bancorp in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's US Bancorp position peaked at $515K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.