Ironwood Financial’s US Bancorp USB Stock Holding History

Ironwood Financial’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	-229	Closed	-$14K	–	514
2021 Q3	$14K	Hold	229	–	–	﹤0.01%	330
2021 Q2	$13K	Hold	229	–	–	﹤0.01%	340
2021 Q1	$13K	Hold	229	–	–	﹤0.01%	316
2020 Q4	$11K	Hold	229	–	–	﹤0.01%	312
2020 Q3	$8K	Hold	229	–	–	﹤0.01%	281
2020 Q2	$8K	Hold	229	–	–	﹤0.01%	266
2020 Q1	$8K	Hold	229	–	–	0.01%	235
2019 Q4	$14K	Hold	229	–	–	0.01%	238
2019 Q3	$13K	Hold	229	–	–	0.01%	243
2019 Q2	$12K	Hold	229	–	–	0.01%	253
2019 Q1	$11K	Hold	229	–	–	0.01%	252
2018 Q4	$10K	Hold	229	–	–	0.01%	244
2018 Q3	$12K	Hold	229	–	–	0.01%	234
2018 Q2	$11K	Hold	229	–	–	0.01%	187
2018 Q1	$12K	Hold	229	–	–	0.01%	161
2017 Q4	$12K	Hold	229	–	–	0.01%	169
2017 Q3	$12K	Hold	229	–	–	0.01%	169
2017 Q2	$12K	Hold	229	–	–	0.01%	162
2017 Q1	$12K	Hold	229	–	–	0.01%	160
2016 Q4	$12K	Hold	229	–	–	0.01%	159
2016 Q3	$10K	Hold	229	–	–	0.01%	166
2016 Q2	$9K	Hold	229	–	–	0.01%	175
2016 Q1	$9K	Buy	+229	New	+$9.14K	0.01%	177
2015 Q3	$9K	Hold	229	–	–	﹤0.01%	216
2015 Q2	$10K	Hold	229	–	–	﹤0.01%	207
2015 Q1	$10K	Hold	229	–	–	﹤0.01%	209
2014 Q4	$10K	Buy	+229	New	+$9.86K	0.01%	179

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ironwood Financial's USB Position: Q4 2021 in Review

Ironwood Financial sold out of US Bancorp (USB) in Q4 2021, closing a stake of 229 shares — an estimated $14K sold.

Ironwood Financial first reported a position in USB in Q4 2014 and held it in 27 quarters. The position peaked at $14K in Q3 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

Ironwood Financial reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 229 US Bancorp shares in Q4 2021, an estimated $14K.
Ironwood Financial first reported a position in US Bancorp in Q4 2014 and held it in 27 quarters.
Ironwood Financial's US Bancorp position peaked at $14K in Q3 2021.
1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.