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Sterling Investment Advisors (Missouri)’s US Bancorp USB Stock Holding History

Sterling Investment Advisors (Missouri)’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
2021
Q4 		– Sell
-9,482
Closed -$479K – 32
2021
Q3 		$479K Buy
9,482
+1,062
+13% +$60.5K 0.29% 19
2021
Q2 		$480K Buy
+8,420
New +$494K 0.29% 19

Other funds holding USB

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s USB Position: Q4 2021 in Review

Sterling Investment Advisors (Missouri) sold out of US Bancorp (USB) in Q4 2021, closing a stake of 9,482 shares — an estimated $479K sold.

Sterling Investment Advisors (Missouri) first reported a position in USB in Q2 2021 and held it in 2 quarters. The position peaked at $480K in Q2 2021. 1,792 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Sterling Investment Advisors (Missouri) reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 9,482 US Bancorp shares in Q4 2021, an estimated $479K.
  • Sterling Investment Advisors (Missouri) first reported a position in US Bancorp in Q2 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Missouri)'s US Bancorp position peaked at $480K in Q2 2021.
  • 1,792 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q4 2021, filed 25 Jan 2022.