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Planning Capital Management Corporation’s US Bancorp USB Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-139
Closed -$5.52K – 909
2024
Q2 		$5.52K Hold
139
– – ﹤0.01% 455
2024
Q1 		$6.21K Buy
139
+40
+40% +$1.69K ﹤0.01% 463
2023
Q4 		$4.29K Buy
+99
New +$3.62K ﹤0.01% 501

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Planning Capital Management Corporation's USB Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of US Bancorp (USB) in Q3 2024, closing a stake of 139 shares — an estimated $5.52K sold.

Planning Capital Management Corporation first reported a position in USB in Q4 2023 and held it in 3 quarters. The position peaked at $6.21K in Q1 2024. 1,713 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining US Bancorp position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 139 US Bancorp shares in Q3 2024, an estimated $5.52K.
  • Planning Capital Management Corporation first reported a position in US Bancorp in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's US Bancorp position peaked at $6.21K in Q1 2024.
  • 1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.