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Loveless Wealth Management’s US Bancorp USB Stock Holding History

Loveless Wealth Management’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
Q2 		$496K Buy
10,770
+215
+2% +$10.7K 0.32% 86
2022
Q1 		$561K Buy
10,555
+35
+0.3% +$2.01K 0.32% 89
2021
Q4 		$591K Buy
10,520
+475
+5% +$28.1K 0.32% 89
2021
Q3 		$597K Buy
10,045
+350
+4% +$19.9K 0.36% 85
2021
Q2 		$552K Hold
9,695
– – 0.34% 90
2021
Q1 		$536K Buy
9,695
+115
+1% +$5.74K 0.35% 83
2020
Q4 		$446K Sell
9,580
-350
-4% -$14.8K 0.33% 87
2020
Q3 		$356K Buy
9,930
+1,185
+14% +$43.4K 0.3% 85
2020
Q2 		$322K Buy
8,745
+555
+7% +$19.8K 0.3% 83
2020
Q1 		$282K Buy
8,190
+875
+12% +$42.2K 0.33% 76
2019
Q4 		$428K Buy
+7,315
New +$423K 0.37% 76

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's USB Position: Q2 2022 in Review

Loveless Wealth Management increased its US Bancorp (USB) stake by 2% in Q2 2022, buying an estimated $10.7K and bringing the position to 10,770 shares worth $496K. The position accounts for 0.32% of the portfolio, ranked #86.

Loveless Wealth Management first reported a position in USB in Q4 2019 and has held it in 11 quarters since. The position peaked at $597K in Q3 2021. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Loveless Wealth Management held 10,770 shares of US Bancorp worth $496K as of Q2 2022.
  • Loveless Wealth Management bought 215 US Bancorp shares in Q2 2022, an estimated $10.7K.
  • US Bancorp made up 0.32% of Loveless Wealth Management's portfolio in Q2 2022, its #86 holding.
  • Loveless Wealth Management first reported a position in US Bancorp in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's US Bancorp position peaked at $597K in Q3 2021.
  • 1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.