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Pettyjohn Wood & White’s US Bancorp USB Stock Holding History

Pettyjohn Wood & White’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
2025
Q1 		– Sell
-4,417
Closed -$211K – 198
2024
Q4 		$211K Sell
4,417
-10
-0.2% -$492 0.04% 192
2024
Q3 		$202K Buy
+4,427
New +$194K 0.04% 194
2024
Q2 		– Sell
-4,716
Closed -$211K – 194
2024
Q1 		$211K Buy
+4,716
New +$199K 0.04% 180
2021
Q4 		– Sell
-3,825
Closed -$227K – 162
2021
Q3 		$227K Hold
3,825
– – 0.05% 152
2021
Q2 		$218K Buy
3,825
+125
+3% +$7.33K 0.05% 153
2021
Q1 		$205K Buy
+3,700
New +$185K 0.05% 154
2020
Q1 		– Sell
-4,325
Closed -$256K – 145
2019
Q4 		$256K Hold
4,325
– – 0.07% 136
2019
Q3 		$239K Sell
4,325
-50
-1% -$2.7K 0.07% 139
2019
Q2 		$229K Buy
4,375
+180
+4% +$9.28K 0.07% 139
2019
Q1 		$202K Buy
+4,195
New +$210K 0.07% 141
2017
Q2 		– Sell
-4,185
Closed -$216K – 141
2017
Q1 		$216K Buy
+4,185
New +$223K 0.08% 133

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return