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Lockerman Financial Group’s US Bancorp USB Stock Holding History

Lockerman Financial Group’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
Q2 		– Sell
-4,479
Closed -$200K – 114
2024
Q1 		$200K Buy
+4,479
New +$189K 0.38% 106

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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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Lockerman Financial Group's USB Position: Q2 2024 in Review

Lockerman Financial Group sold out of US Bancorp (USB) in Q2 2024, closing a stake of 4,479 shares — an estimated $200K sold.

Lockerman Financial Group first reported a position in USB in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 1,675 funds tracked by Wall St. Rank hold USB as of Q2 2024.

  • Lockerman Financial Group reported no remaining US Bancorp position as of Q2 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 4,479 US Bancorp shares in Q2 2024, an estimated $200K.
  • Lockerman Financial Group first reported a position in US Bancorp in Q1 2024 and held it in 1 quarter.
  • Lockerman Financial Group's US Bancorp position peaked at $200K in Q1 2024.
  • 1,675 funds tracked by Wall St. Rank held US Bancorp as of Q2 2024.

Based on Lockerman Financial Group's 13F filing for Q2 2024, filed 16 Jul 2024.