RE Dickinson Investment Advisors’s US Bancorp USB Stock Holding History

RE Dickinson Investment 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
2024 Q4	$9.1K	Buy	191 +12	+7%	+$590	0.01%	169
2024 Q3	$8.19K	Buy	179 +2	+1%	+$88	﹤0.01%	168
2024 Q2	$7.03K	Buy	177 +2	+1%	+$82	﹤0.01%	168
2024 Q1	$8K	Buy	175 +2	+1%	+$84	0.01%	165
2023 Q4	$7K	Buy	173 +3	+2%	+$110	﹤0.01%	174
2023 Q3	$6K	Buy	170 +2	+1%	+$73	﹤0.01%	195
2023 Q2	$6K	Buy	168 +2	+1%	+$65	﹤0.01%	278
2023 Q1	$6K	Buy	166 +2	+1%	+$89	﹤0.01%	302
2022 Q4	$7K	Buy	164 +2	+1%	+$86	﹤0.01%	277
2022 Q3	$7K	Buy	162 +1	+0.6%	+$46	0.01%	170
2022 Q2	$7K	Buy	161 +2	+1%	+$100	﹤0.01%	186
2022 Q1	$8K	Buy	159 +1	+0.6%	+$57	0.01%	191
2021 Q4	$9K	Buy	+158	New	+$9.35K	0.01%	185

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 $3.38T AUM 44.17% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RE Dickinson Investment Advisors's USB Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its US Bancorp (USB) stake by 6.7% in Q4 2024, buying an estimated $590 and bringing the position to 191 shares worth $9.1K. The position accounts for 0.01% of the portfolio, ranked #169.

RE Dickinson Investment Advisors first reported a position in USB in Q4 2021 and has held it in 13 quarters since. 1,855 funds tracked by Wall St. Rank hold USB as of Q4 2024.

RE Dickinson Investment Advisors held 191 shares of US Bancorp worth $9.1K as of Q4 2024.
RE Dickinson Investment Advisors bought 12 US Bancorp shares in Q4 2024, an estimated $590.
US Bancorp made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #169 holding.
RE Dickinson Investment Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 13 quarters since.
1,855 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.