LL
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LPWM LLC’s US Bancorp USB Stock Holding History

LPWM LLC’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
Q2 		– Sell
-10,458
Closed -$377K – 71
2023
Q1 		$377K Hold
10,458
– – 0.18% 46
2022
Q4 		$488K Hold
10,458
– – 0.26% 36
2022
Q3 		$422K Hold
10,458
– – 0.25% 37
2022
Q2 		$487K Hold
10,458
– – 0.27% 36
2022
Q1 		$550K Sell
10,458
-2,000
-16% -$115K 0.27% 37
2021
Q4 		$700K Sell
12,458
-434
-3% -$25.7K 0.37% 31
2021
Q3 		$783K Hold
12,892
– – 0.47% 26
2021
Q2 		$734K Buy
+12,892
New +$756K 0.44% 28

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPWM LLC's USB Position: Q2 2023 in Review

LPWM LLC sold out of US Bancorp (USB) in Q2 2023, closing a stake of 10,458 shares — an estimated $377K sold.

LPWM LLC first reported a position in USB in Q2 2021 and held it in 8 quarters. The position peaked at $783K in Q3 2021. 1,588 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • LPWM LLC reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
  • LPWM LLC sold 10,458 US Bancorp shares in Q2 2023, an estimated $377K.
  • LPWM LLC first reported a position in US Bancorp in Q2 2021 and held it in 8 quarters.
  • LPWM LLC's US Bancorp position peaked at $783K in Q3 2021.
  • 1,588 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on LPWM LLC's 13F filing for Q2 2023, filed 14 Jul 2023.