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LM Advisors’s US Bancorp USB Stock Holding History

LM 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
2024
Q1 		– Sell
-121
Closed -$5.23K – 675
2023
Q4 		$5.23K Buy
+121
New +$4.42K ﹤0.01% 592

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

LM Advisors's USB Position: Q1 2024 in Review

LM Advisors sold out of US Bancorp (USB) in Q1 2024, closing a stake of 121 shares — an estimated $5.23K sold.

LM Advisors first reported a position in USB in Q4 2023 and held it in 1 quarter. The position peaked at $5.23K in Q4 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • LM Advisors reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 121 US Bancorp shares in Q1 2024, an estimated $5.23K.
  • LM Advisors first reported a position in US Bancorp in Q4 2023 and held it in 1 quarter.
  • LM Advisors's US Bancorp position peaked at $5.23K in Q4 2023.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.