Moisand Fitzgerald Tamayo’s US Bancorp USB Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	–	Sell	-147	Closed	-$4.86K	–	826
2023 Q2	$4.86K	Hold	147	–	–	﹤0.01%	422
2023 Q1	$5.3K	Hold	147	–	–	﹤0.01%	410
2022 Q4	$6.41K	Hold	147	–	–	﹤0.01%	369
2022 Q3	$6K	Buy	+147	New	+$6.8K	﹤0.01%	349
2020 Q2	–	Sell	-49	Closed	-$2K	–	336
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	234
2019 Q4	$3K	Hold	49	–	–	﹤0.01%	244
2019 Q3	$3K	Hold	49	–	–	﹤0.01%	242
2019 Q2	$3K	Hold	49	–	–	﹤0.01%	243
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	261
2018 Q4	$2K	Hold	49	–	–	﹤0.01%	254
2018 Q3	$3K	Hold	49	–	–	﹤0.01%	263
2018 Q2	$2K	Hold	49	–	–	﹤0.01%	265
2018 Q1	$2K	Hold	49	–	–	﹤0.01%	301
2017 Q4	$3K	Hold	49	–	–	﹤0.01%	242
2017 Q3	$3K	Buy	+49	New	+$2.56K	﹤0.01%	265
2016 Q2	–	Sell	-193	Closed	-$8K	–	185
2016 Q1	$8K	Hold	193	–	–	0.01%	166
2015 Q4	$8K	Buy	+193	New	+$8.25K	0.01%	156

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moisand Fitzgerald Tamayo's USB Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of US Bancorp (USB) in Q3 2023, closing a stake of 147 shares — an estimated $4.86K sold.

Moisand Fitzgerald Tamayo first reported a position in USB in Q4 2015 and held it in 17 quarters. The position peaked at $8K in Q1 2016. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 147 US Bancorp shares in Q3 2023, an estimated $4.86K.
Moisand Fitzgerald Tamayo first reported a position in US Bancorp in Q4 2015 and held it in 17 quarters.
Moisand Fitzgerald Tamayo's US Bancorp position peaked at $8K in Q1 2016.
1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.