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Lee Financial’s US Bancorp USB Stock Holding History

Lee 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
2024
Q1 		– Sell
-158
Closed -$6.92K – 786
2023
Q4 		$6.92K Sell
158
-50
-24% -$1.83K ﹤0.01% 489
2023
Q3 		$6.98K Hold
208
– – ﹤0.01% 468
2023
Q2 		$6.97K Buy
208
+10
+5% +$323 ﹤0.01% 463
2023
Q1 		$7.23K Buy
198
+56
+39% +$2.49K ﹤0.01% 471
2022
Q4 		$6.19K Buy
142
+94
+196% +$4.02K ﹤0.01% 518
2022
Q3 		$1K Sell
48
-134
-74% -$6.2K ﹤0.01% 793
2022
Q2 		$8K Buy
182
+48
+36% +$2.4K ﹤0.01% 494
2022
Q1 		$7K Sell
134
-55
-29% -$3.16K ﹤0.01% 492
2021
Q4 		$11K Buy
189
+55
+41% +$3.25K ﹤0.01% 490
2021
Q3 		$8K Buy
+134
New +$7.63K ﹤0.01% 453
2018
Q3 		– Sell
-460
Closed -$23K – 715
2018
Q2 		$23K Buy
460
+3
+0.7% +$152 0.01% 331
2018
Q1 		$23K Buy
+457
New +$25K 0.01% 334

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

Lee Financial's USB Position: Q1 2024 in Review

Lee Financial sold out of US Bancorp (USB) in Q1 2024, closing a stake of 158 shares — an estimated $6.92K sold.

Lee Financial first reported a position in USB in Q1 2018 and held it in 12 quarters. The position peaked at $23K in Q2 2018. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • Lee Financial reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 158 US Bancorp shares in Q1 2024, an estimated $6.92K.
  • Lee Financial first reported a position in US Bancorp in Q1 2018 and held it in 12 quarters.
  • Lee Financial's US Bancorp position peaked at $23K in Q2 2018.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.