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SpiderRock Advisors’s US Bancorp USB Stock Holding History

SpiderRock 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
Q3 		$823K Hold
18,000
– – 0.01% 510
2024
Q2 		$715K Hold
18,000
– – 0.01% 477
2024
Q1 		$764K Buy
+18,000
New +$760K 0.02% 443
2023
Q4 		– Hold
0
– – – 122
2023
Q3 		– Hold
0
– – – 103
2023
Q2 		– Hold
0
– – – 88
2023
Q1 		– Hold
0
– – – 83
2022
Q4 		– Hold
0
– – – 82
2017
Q3 		– Hold
0
– -$7K – 886
2017
Q2 		– Hold
0
– – – 606
2017
Q1 		– Hold
0
– – – 697

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

SpiderRock Advisors's USB Position: Q3 2024 in Review

SpiderRock Advisors increased its US Bancorp (USB) stake by 2.9% in Q3 2024, buying an estimated $68.1K and bringing the position to 54,833 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #270.

SpiderRock Advisors first reported a position in USB in Q1 2024 and has held it in 3 quarters since. 1,712 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • SpiderRock Advisors held 54,833 shares of US Bancorp worth $2.51M as of Q3 2024.
  • SpiderRock Advisors bought 1,552 US Bancorp shares in Q3 2024, an estimated $68.1K.
  • US Bancorp made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #270 holding.
  • SpiderRock Advisors first reported a position in US Bancorp in Q1 2024 and has held it in 3 quarters since.
  • 1,712 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.