Morse Asset Management’s US Bancorp USB Stock Holding History

Morse Asset 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
2024 Q4	–	Sell	-5,000	Closed	-$229K	–	377
2024 Q3	$229K	Buy	+5,000	New	+$219K	0.05%	167

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Morse Asset Management's USB Position: Q4 2024 in Review

Morse Asset Management sold out of US Bancorp (USB) in Q4 2024, closing a stake of 5,000 shares — an estimated $229K sold.

Morse Asset Management first reported a position in USB in Q3 2024 and held it in 1 quarter. The position peaked at $229K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

Morse Asset Management reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
Morse Asset Management sold 5,000 US Bancorp shares in Q4 2024, an estimated $229K.
Morse Asset Management first reported a position in US Bancorp in Q3 2024 and held it in 1 quarter.
Morse Asset Management's US Bancorp position peaked at $229K in Q3 2024.
1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.