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Macroview Investment Management’s US Bancorp USB Stock Holding History

Macroview Investment 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
2023
Q4 		– Sell
-37
Closed -$1.22K – 852
2023
Q3 		$1.22K Buy
+37
New +$1.35K ﹤0.01% 631
2021
Q1 		– Sell
-79
Closed -$4K – 415
2020
Q4 		$4K Buy
+79
New +$3.34K 0.01% 252
2015
Q1 		– Sell
-44
Closed -$2K – 241
2014
Q4 		$2K Hold
44
– – ﹤0.01% 139
2014
Q3 		$2K Sell
44
-11
-20% -$465 ﹤0.01% 143
2014
Q2 		$2K Hold
55
– – ﹤0.01% 159
2014
Q1 		$2K Buy
+55
New +$2.26K ﹤0.01% 241

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Macroview Investment Management's USB Position: Q4 2023 in Review

Macroview Investment Management sold out of US Bancorp (USB) in Q4 2023, closing a stake of 37 shares — an estimated $1.22K sold.

Macroview Investment Management first reported a position in USB in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.

  • Macroview Investment Management reported no remaining US Bancorp position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 37 US Bancorp shares in Q4 2023, an estimated $1.22K.
  • Macroview Investment Management first reported a position in US Bancorp in Q1 2014 and held it in 6 quarters.
  • Macroview Investment Management's US Bancorp position peaked at $4K in Q4 2020.
  • 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.