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Lake Street Private Wealth’s US Bancorp USB Stock Holding History

Lake Street Private Wealth’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
Q2 		– Sell
-3,930
Closed -$209K – 337
2022
Q1 		$209K Buy
3,930
+78
+2% +$4.48K 0.04% 297
2021
Q4 		$216K Buy
+3,852
New +$228K 0.04% 305
2020
Q1 		– Sell
-7,100
Closed -$421K – 174
2019
Q4 		$421K Sell
7,100
-100
-1% -$5.78K 0.16% 122
2019
Q3 		$398K Sell
7,200
-2,250
-24% -$122K 0.18% 111
2019
Q2 		$495K Sell
9,450
-2,750
-23% -$142K 0.29% 78
2019
Q1 		$588K Buy
+12,200
New +$612K 0.4% 63

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Private Wealth's USB Position: Q2 2022 in Review

Lake Street Private Wealth sold out of US Bancorp (USB) in Q2 2022, closing a stake of 3,930 shares — an estimated $209K sold.

Lake Street Private Wealth first reported a position in USB in Q1 2019 and held it in 6 quarters. The position peaked at $588K in Q1 2019. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Lake Street Private Wealth reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,930 US Bancorp shares in Q2 2022, an estimated $209K.
  • Lake Street Private Wealth first reported a position in US Bancorp in Q1 2019 and held it in 6 quarters.
  • Lake Street Private Wealth's US Bancorp position peaked at $588K in Q1 2019.
  • 1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.