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Sierra Capital’s US Bancorp USB Stock Holding History

Sierra Capital’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
2023
Q1 		– Sell
-83
Closed -$4K – 537
2022
Q4 		$4K Hold
83
– – ﹤0.01% 440
2022
Q3 		$3K Sell
83
-1,310
-94% -$60.6K ﹤0.01% 484
2022
Q2 		$64K Hold
1,393
– – 0.01% 308
2022
Q1 		$74K Buy
1,393
+19
+1% +$1.09K 0.01% 315
2021
Q4 		$77K Buy
1,374
+83
+6% +$4.91K 0.01% 316
2021
Q3 		$77K Hold
1,291
– – 0.01% 287
2021
Q2 		$74K Hold
1,291
– – 0.01% 269
2021
Q1 		$71K Buy
+1,291
New +$64.5K 0.01% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Capital's USB Position: Q1 2023 in Review

Sierra Capital sold out of US Bancorp (USB) in Q1 2023, closing a stake of 83 shares — an estimated $4K sold.

Sierra Capital first reported a position in USB in Q1 2021 and held it in 8 quarters. The position peaked at $77K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Sierra Capital reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 83 US Bancorp shares in Q1 2023, an estimated $4K.
  • Sierra Capital first reported a position in US Bancorp in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's US Bancorp position peaked at $77K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.