LWA
USB icon

Lenox Wealth Advisors’s US Bancorp USB Stock Holding History

Lenox Wealth Advisors’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
Q1 		$36K Buy
694
+69
+11% +$3.96K ﹤0.01% 284
2021
Q4 		$35K Hold
625
– – ﹤0.01% 314
2021
Q3 		$37K Buy
625
+16
+3% +$911 ﹤0.01% 278
2021
Q2 		$35K Sell
609
-400
-40% -$23.5K ﹤0.01% 286
2021
Q1 		$56K Sell
1,009
-399
-28% -$19.9K 0.01% 178
2020
Q4 		$66K Buy
1,408
+722
+105% +$30.6K 0.01% 157
2020
Q3 		$25K Buy
686
+87
+15% +$3.18K ﹤0.01% 254
2020
Q2 		$22K Hold
599
– – ﹤0.01% 276
2020
Q1 		$21K Sell
599
-13
-2% -$627 ﹤0.01% 255
2019
Q4 		$36K Buy
612
+13
+2% +$752 0.01% 228
2019
Q3 		$33K Buy
+599
New +$32.4K 0.01% 205
2019
Q2 		– Sell
-79
Closed -$4K – 576
2019
Q1 		$4K Buy
+79
New +$3.96K ﹤0.01% 418
2017
Q4 		– Sell
-8
Closed – – 458
2017
Q3 		$0 Buy
+8
New +$419 ﹤0.01% 286
2016
Q2 		– Sell
-39
Closed -$2K – 257
2016
Q1 		$2K Sell
39
-203
-84% -$8.1K ﹤0.01% 229
2015
Q4 		$10K Buy
242
+157
+185% +$6.71K ﹤0.01% 181
2015
Q3 		$3K Hold
85
– – ﹤0.01% 320
2015
Q2 		$4K Hold
85
– – ﹤0.01% 235
2015
Q1 		$4K Hold
85
– – ﹤0.01% 264
2014
Q4 		$4K Buy
+85
New +$3.66K ﹤0.01% 269
2014
Q1 		– Sell
-55
Closed -$2K – 328
2013
Q4 		$2K Buy
+55
New +$2.11K ﹤0.01% 325

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Lenox Wealth Advisors's USB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its US Bancorp (USB) stake by 11% in Q1 2022, buying an estimated $3.96K and bringing the position to 694 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Lenox Wealth Advisors first reported a position in USB in Q4 2013 and has held it in 20 quarters since. The position peaked at $66K in Q4 2020. 1,755 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Lenox Wealth Advisors held 694 shares of US Bancorp worth $36K as of Q1 2022.
  • Lenox Wealth Advisors bought 69 US Bancorp shares in Q1 2022, an estimated $3.96K.
  • US Bancorp made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #284 holding.
  • Lenox Wealth Advisors first reported a position in US Bancorp in Q4 2013 and has held it in 20 quarters since.
  • Lenox Wealth Advisors's US Bancorp position peaked at $66K in Q4 2020.
  • 1,755 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.