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Milestone Investment Advisors’s US Bancorp USB Stock Holding History

Milestone Investment Advisors’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
-11,307
Closed -$374K – 424
2023
Q3 		$374K Buy
+11,307
New +$412K 0.11% 73
2023
Q2 		– Sell
-11,307
Closed -$408K – 419
2023
Q1 		$408K Buy
+11,307
New +$504K 0.13% 68

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

Milestone Investment Advisors's USB Position: Q4 2023 in Review

Milestone Investment Advisors sold out of US Bancorp (USB) in Q4 2023, closing a stake of 11,307 shares — an estimated $374K sold.

Milestone Investment Advisors first reported a position in USB in Q1 2023 and held it in 2 quarters. The position peaked at $408K in Q1 2023. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.

  • Milestone Investment Advisors reported no remaining US Bancorp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 11,307 US Bancorp shares in Q4 2023, an estimated $374K.
  • Milestone Investment Advisors first reported a position in US Bancorp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's US Bancorp position peaked at $408K in Q1 2023.
  • 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.