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Leelyn Smith’s US Bancorp USB Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-1,150
Closed -$50.2K – 412
2022
Q4 		$50.2K Buy
1,150
+850
+283% +$36.4K 0.01% 181
2022
Q3 		$12K Sell
300
-1,640
-85% -$75.9K ﹤0.01% 275
2022
Q2 		$90K Buy
1,940
+1,640
+547% +$81.9K 0.02% 163
2022
Q1 		$16K Hold
300
– – ﹤0.01% 257
2021
Q4 		$17K Hold
300
– – ﹤0.01% 256
2021
Q3 		$18K Hold
300
– – 0.01% 242
2021
Q2 		$17K Hold
300
– – 0.01% 243
2021
Q1 		$17K Hold
300
– – 0.01% 256
2020
Q4 		$14K Sell
300
-54
-15% -$2.29K ﹤0.01% 254
2020
Q3 		$13K Hold
354
– – ﹤0.01% 247
2020
Q2 		$13K Sell
354
-194
-35% -$6.91K 0.01% 297
2020
Q1 		$19K Sell
548
-19,318
-97% -$931K 0.01% 208
2019
Q4 		$1.18K Buy
+19,866
New +$1.15M 0.57% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leelyn Smith's USB Position: Q1 2023 in Review

Leelyn Smith sold out of US Bancorp (USB) in Q1 2023, closing a stake of 1,150 shares — an estimated $50.2K sold.

Leelyn Smith first reported a position in USB in Q4 2019 and held it in 13 quarters. The position peaked at $90K in Q2 2022. 1,666 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Leelyn Smith reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,150 US Bancorp shares in Q1 2023, an estimated $50.2K.
  • Leelyn Smith first reported a position in US Bancorp in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's US Bancorp position peaked at $90K in Q2 2022.
  • 1,666 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.