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MPS Loria Financial Planners’s US Bancorp USB Stock Holding History

MPS Loria Financial Planners’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
-6,212
Closed -$269K – 86
2023
Q4 		$269K Sell
6,212
-7
-0.1% -$256 0.09% 70
2023
Q3 		$206K Sell
6,219
-1,038
-14% -$37.8K 0.08% 74
2023
Q2 		$240K Sell
7,257
-27
-0.4% -$873 0.09% 72
2023
Q1 		$263K Buy
7,284
+24
+0.3% +$1.07K 0.11% 63
2022
Q4 		$317K Sell
7,260
-121
-2% -$5.18K 0.14% 51
2022
Q3 		$298K Sell
7,381
-24
-0.3% -$1.11K 0.12% 54
2022
Q2 		$340K Sell
7,405
-51
-0.7% -$2.55K 0.15% 49
2022
Q1 		$396K Sell
7,456
-16
-0.2% -$919 0.17% 51
2021
Q4 		$419K Hold
7,472
– – 0.17% 45
2021
Q3 		$444K Sell
7,472
-157
-2% -$8.94K 0.2% 41
2021
Q2 		$435K Sell
7,629
-64
-0.8% -$3.75K 0.2% 41
2021
Q1 		$425K Buy
7,693
+1
+0% +$50 0.2% 43
2020
Q4 		$355K Buy
7,692
+576
+8% +$24.4K 0.16% 48
2020
Q3 		$255K Buy
7,116
+34
+0.5% +$1.24K 0.13% 57
2020
Q2 		$261K Buy
7,082
+1,064
+18% +$37.9K 0.14% 56
2020
Q1 		$207K Hold
6,018
– – 0.16% 58
2019
Q4 		$356K Hold
6,018
– – 0.21% 45
2019
Q3 		$333K Hold
6,018
– – 0.22% 44
2019
Q2 		$315K Hold
6,018
– – 0.2% 48
2019
Q1 		$290K Hold
6,018
– – 0.19% 51
2018
Q4 		$275K Hold
6,018
– – 0.2% 53
2018
Q3 		$318K Hold
6,018
– – 0.2% 50
2018
Q2 		$301K Sell
6,018
-370
-6% -$18.8K 0.3% 50
2018
Q1 		$323K Buy
6,388
+80
+1% +$4.38K 0.23% 50
2017
Q4 		$338K Hold
6,308
– – 0.23% 52
2017
Q3 		$338K Hold
6,308
– – 0.24% 48
2017
Q2 		$334K Buy
+6,308
New +$325K 0.22% 50

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

MPS Loria Financial Planners's USB Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of US Bancorp (USB) in Q1 2024, closing a stake of 6,212 shares — an estimated $269K sold.

MPS Loria Financial Planners first reported a position in USB in Q2 2017 and held it in 27 quarters. The position peaked at $444K in Q3 2021. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • MPS Loria Financial Planners reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6,212 US Bancorp shares in Q1 2024, an estimated $269K.
  • MPS Loria Financial Planners first reported a position in US Bancorp in Q2 2017 and held it in 27 quarters.
  • MPS Loria Financial Planners's US Bancorp position peaked at $444K in Q3 2021.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.