Portfolio Strategies’s US Bancorp USB Stock Holding History

Portfolio Strategies’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 Q2	–	Sell	-6,598	Closed	-$295K	–	118
2024 Q1	$295K	Buy	+6,598	New	+$278K	0.02%	114

Other funds holding USB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Portfolio Strategies's USB Position: Q2 2024 in Review

Portfolio Strategies sold out of US Bancorp (USB) in Q2 2024, closing a stake of 6,598 shares — an estimated $295K sold.

Portfolio Strategies first reported a position in USB in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 1,675 funds tracked by Wall St. Rank hold USB as of Q2 2024.

Portfolio Strategies reported no remaining US Bancorp position as of Q2 2024 after selling out during the quarter.
Portfolio Strategies sold 6,598 US Bancorp shares in Q2 2024, an estimated $295K.
Portfolio Strategies first reported a position in US Bancorp in Q1 2024 and held it in 1 quarter.
Portfolio Strategies's US Bancorp position peaked at $295K in Q1 2024.
1,675 funds tracked by Wall St. Rank held US Bancorp as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.