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Surevest’s US Bancorp USB Stock Holding History

Surevest’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
Q3 		$9K Sell
212
-39
-16% -$1.8K ﹤0.01% 292
2022
Q2 		$12K Buy
251
+212
+544% +$10.6K ﹤0.01% 303
2022
Q1 		$2K Hold
39
– – ﹤0.01% 418
2021
Q4 		$2K Buy
+39
New +$2.31K ﹤0.01% 428

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's USB Position: Q3 2022 in Review

Surevest reduced its US Bancorp (USB) stake by 16% in Q3 2022, selling an estimated $1.8K and leaving 212 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Surevest first reported a position in USB in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q2 2022. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • Surevest held 212 shares of US Bancorp worth $9K as of Q3 2022.
  • Surevest sold 39 US Bancorp shares in Q3 2022, an estimated $1.8K.
  • US Bancorp made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #292 holding.
  • Surevest first reported a position in US Bancorp in Q4 2021 and has held it in 4 quarters since.
  • Surevest's US Bancorp position peaked at $12K in Q2 2022.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.