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Lauer Wealth’s US Bancorp USB Stock Holding History

Lauer 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
2024
Q4 		– Sell
-5,125
Closed -$249K – 46
2024
Q3 		$249K Sell
5,125
-650
-11% -$28.5K 0.19% 33
2024
Q2 		$242K Sell
5,775
-4,162
-42% -$170K 0.19% 38
2024
Q1 		$417K Sell
9,937
-79
-0.8% -$3.33K 0.36% 29
2023
Q4 		$418K Buy
10,016
+751
+8% +$27.5K 0.39% 28
2023
Q3 		$302K Sell
9,265
-674
-7% -$24.6K 0.33% 30
2023
Q2 		$386K Sell
9,939
-281
-3% -$9.08K 0.4% 32
2023
Q1 		$343K Buy
+10,220
New +$455K 0.43% 33

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Lauer Wealth's USB Position: Q4 2024 in Review

Lauer Wealth sold out of US Bancorp (USB) in Q4 2024, closing a stake of 5,125 shares — an estimated $249K sold.

Lauer Wealth first reported a position in USB in Q1 2023 and held it in 7 quarters. The position peaked at $418K in Q4 2023. 1,854 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Lauer Wealth reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Lauer Wealth sold 5,125 US Bancorp shares in Q4 2024, an estimated $249K.
  • Lauer Wealth first reported a position in US Bancorp in Q1 2023 and held it in 7 quarters.
  • Lauer Wealth's US Bancorp position peaked at $418K in Q4 2023.
  • 1,854 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Lauer Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.