Nadler Financial Group’s US Bancorp USB Stock Holding History

Nadler Financial Group’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
2022 Q1	–	Sell	-3,794	Closed	-$213K	–	139
2021 Q4	$213K	Hold	3,794	–	–	0.03%	124
2021 Q3	$226K	Hold	3,794	–	–	0.04%	113
2021 Q2	$216K	Hold	3,794	–	–	0.04%	124
2021 Q1	$210K	Buy	+3,794	New	+$189K	0.04%	121
2020 Q1	–	Sell	-3,794	Closed	-$225K	–	105
2019 Q4	$225K	Hold	3,794	–	–	0.06%	89
2019 Q3	$210K	Buy	+3,794	New	+$205K	0.06%	80
2018 Q4	–	Sell	-3,794	Closed	-$200K	–	88
2018 Q3	$200K	Sell	3,794 -250	-6%	-$13.2K	0.05%	85
2018 Q2	$202K	Buy	+4,044	New	+$205K	0.06%	81
2018 Q1	–	Sell	-4,044	Closed	-$217K	–	88
2017 Q4	$217K	Hold	4,044	–	–	0.07%	81
2017 Q3	$217K	Buy	+4,044	New	+$212K	0.07%	72
2013 Q3	–	Sell	-7,850	Closed	-$284K	–	87
2013 Q2	$284K	Buy	+7,850	New	+$269K	0.2%	63

Other funds holding USB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return