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Strategic Capital Advisers’s US Bancorp USB Stock Holding History

Strategic Capital Advisers’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
Q2 		$2.36M Buy
51,230
+3,925
+8% +$196K 1.95% 27
2022
Q1 		$2.51M Sell
47,305
-2,015
-4% -$116K 1.92% 29
2021
Q4 		$2.77M Buy
49,320
+542
+1% +$32.1K 1.98% 25
2021
Q3 		$2.9M Buy
48,778
+6,214
+15% +$354K 2.26% 23
2021
Q2 		$2.42M Sell
42,564
-1,803
-4% -$106K 2% 24
2021
Q1 		$2.45M Sell
44,367
-3,014
-6% -$151K 2.13% 23
2020
Q4 		$2.21M Buy
47,381
+398
+0.8% +$16.8K 1.88% 27
2020
Q3 		$1.68M Buy
46,983
+1,758
+4% +$64.3K 1.58% 34
2020
Q2 		$1.67M Sell
45,225
-1,663
-4% -$59.3K 1.67% 32
2020
Q1 		$1.61M Buy
46,888
+3,415
+8% +$165K 1.96% 27
2019
Q4 		$2.58M Buy
43,473
+152
+0.4% +$8.79K 2.42% 16
2019
Q3 		$2.4M Sell
43,321
-1,122
-3% -$60.6K 2.67% 16
2019
Q2 		$2.33M Sell
44,443
-2,816
-6% -$145K 2.46% 15
2019
Q1 		$2.28M Buy
47,259
+976
+2% +$48.9K 2.46% 18
2018
Q4 		$2.12M Sell
46,283
-17,393
-27% -$895K 2.27% 18
2018
Q3 		$3.36M Buy
63,676
+75
+0.1% +$3.97K 2.39% 17
2018
Q2 		$3.31M Buy
63,601
+20,864
+49% +$1.06M 2.42% 17
2018
Q1 		$2.29M Hold
42,737
– – 2.26% 15
2017
Q4 		$2.29M Buy
+42,737
New +$2.3M 2.25% 15

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 $5.7T 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 $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return