Park Edge Advisors’s US Bancorp USB Stock Holding History

Park Edge 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 Q2	–	Sell	-5,647	Closed	-$204K	–	109
2023 Q1	$204K	Hold	5,647	–	–	0.08%	94
2022 Q4	$246K	Buy	+5,647	New	+$242K	0.11%	84

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Park Edge Advisors's USB Position: Q2 2023 in Review

Park Edge Advisors sold out of US Bancorp (USB) in Q2 2023, closing a stake of 5,647 shares — an estimated $204K sold.

Park Edge Advisors first reported a position in USB in Q4 2022 and held it in 2 quarters. The position peaked at $246K in Q4 2022. 1,588 funds tracked by Wall St. Rank hold USB as of Q2 2023.

Park Edge Advisors reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
Park Edge Advisors sold 5,647 US Bancorp shares in Q2 2023, an estimated $204K.
Park Edge Advisors first reported a position in US Bancorp in Q4 2022 and held it in 2 quarters.
Park Edge Advisors's US Bancorp position peaked at $246K in Q4 2022.
1,588 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on Park Edge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.