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SRH Advisors’s US Bancorp USB Stock Holding History

SRH 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
2022
Q1 		– Sell
-25
Closed -$1K – 317
2021
Q4 		$1K Hold
25
– – ﹤0.01% 305
2021
Q3 		$1K Hold
25
– – ﹤0.01% 301
2021
Q2 		$1K Hold
25
– – ﹤0.01% 296
2021
Q1 		$1K Hold
25
– – ﹤0.01% 293
2020
Q4 		$1K Hold
25
– – ﹤0.01% 293
2020
Q3 		$1K Hold
25
– – ﹤0.01% 301
2020
Q2 		$1K Sell
25
-75
-75% -$2.67K ﹤0.01% 279
2020
Q1 		$3K Hold
100
– – 0.01% 228
2019
Q4 		$6K Hold
100
– – 0.02% 187
2019
Q3 		$6K Hold
100
– – 0.02% 186
2019
Q2 		$5K Hold
100
– – 0.02% 204
2019
Q1 		$5K Hold
100
– – 0.02% 198
2018
Q4 		$5K Hold
100
– – 0.02% 195
2018
Q3 		$5K Hold
100
– – 0.02% 218
2018
Q2 		$5K Hold
100
– – 0.02% 196
2018
Q1 		$5K Hold
100
– – 0.02% 174
2017
Q4 		$5K Hold
100
– – 0.02% 165
2017
Q3 		$5K Buy
+100
New +$5.23K 0.02% 166

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

SRH Advisors's USB Position: Q1 2022 in Review

SRH Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

SRH Advisors first reported a position in USB in Q3 2017 and held it in 18 quarters. The position peaked at $6K in Q4 2019. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • SRH Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • SRH Advisors sold 25 US Bancorp shares in Q1 2022, an estimated $1K.
  • SRH Advisors first reported a position in US Bancorp in Q3 2017 and held it in 18 quarters.
  • SRH Advisors's US Bancorp position peaked at $6K in Q4 2019.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on SRH Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.