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Sage Mountain Advisors’s US Bancorp USB Stock Holding History

Sage Mountain 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 		– Sell
-4,649
Closed -$213K – 518
2024
Q3 		$213K Buy
+4,649
New +$204K 0.02% 370
2022
Q1 		– Sell
-3,819
Closed -$215K – 702
2021
Q4 		$215K Buy
3,819
+94
+3% +$5.56K 0.03% 510
2021
Q3 		$221K Buy
+3,725
New +$212K 0.03% 419

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sage Mountain Advisors's USB Position: Q4 2024 in Review

Sage Mountain Advisors sold out of US Bancorp (USB) in Q4 2024, closing a stake of 4,649 shares — an estimated $213K sold.

Sage Mountain Advisors first reported a position in USB in Q3 2021 and held it in 3 quarters. The position peaked at $221K in Q3 2021. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Sage Mountain Advisors reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,649 US Bancorp shares in Q4 2024, an estimated $213K.
  • Sage Mountain Advisors first reported a position in US Bancorp in Q3 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's US Bancorp position peaked at $221K in Q3 2021.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.