MIH
USB icon

Meitav Investment House’s US Bancorp USB Stock Holding History

Meitav Investment House’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
-20,142
Closed -$879K – 349
2023
Q4 		$879K Sell
20,142
-2,133
-10% -$78K 0.01% 214
2023
Q3 		$723K Buy
22,275
+7,732
+53% +$282K 0.01% 230
2023
Q2 		$476K Buy
+14,543
New +$470K 0.01% 280
2020
Q3 		– Sell
-7,000
Closed -$258K – 434
2020
Q2 		$258K Buy
+7,000
New +$249K 0.02% 333
2020
Q1 		– Sell
-8,000
Closed -$474K – 450
2019
Q4 		$474K Sell
8,000
-4,400
-35% -$254K 0.03% 241
2019
Q3 		$691K Sell
12,400
-1,000
-7% -$54K 0.05% 202
2019
Q2 		$697K Hold
13,400
– – 0.05% 194
2019
Q1 		$644K Sell
13,400
-4,864
-27% -$244K 0.04% 213
2018
Q4 		$835K Hold
18,264
– – 0.05% 167
2018
Q3 		$967K Sell
18,264
-1,600
-8% -$84.8K 0.05% 213
2018
Q2 		$986K Sell
19,864
-3,611
-15% -$183K 0.04% 208
2018
Q1 		$1.19M Buy
23,475
+19,475
+487% +$1.07M 0.06% 138
2017
Q4 		$216K Buy
+4,000
New +$215K 0.01% 190

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

Meitav Investment House's USB Position: Q1 2024 in Review

Meitav Investment House sold out of US Bancorp (USB) in Q1 2024, closing a stake of 20,142 shares — an estimated $879K sold.

Meitav Investment House first reported a position in USB in Q4 2017 and held it in 13 quarters. The position peaked at $1.19M in Q1 2018. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • Meitav Investment House reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 20,142 US Bancorp shares in Q1 2024, an estimated $879K.
  • Meitav Investment House first reported a position in US Bancorp in Q4 2017 and held it in 13 quarters.
  • Meitav Investment House's US Bancorp position peaked at $1.19M in Q1 2018.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.