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Tiedemann Advisors’s US Bancorp USB Stock Holding History

Tiedemann 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
2021
Q3 		– Sell
-4,289
Closed -$246K – 366
2021
Q2 		$246K Sell
4,289
-293
-6% -$17.2K 0.01% 318
2021
Q1 		$256K Sell
4,582
-4,414
-49% -$220K 0.01% 285
2020
Q4 		$422K Buy
+8,996
New +$381K 0.02% 222
2020
Q1 		– Sell
-3,667
Closed -$220K – 323
2019
Q4 		$220K Sell
3,667
-4,718
-56% -$273K 0.01% 283
2019
Q3 		$467K Sell
8,385
-375
-4% -$20.3K 0.02% 222
2019
Q2 		$462K Sell
8,760
-21,121
-71% -$1.09M 0.02% 204
2019
Q1 		$1.45M Buy
29,881
+359
+1% +$18K 0.07% 165
2018
Q4 		$1.36M Buy
29,522
+20,707
+235% +$1.07M 0.07% 167
2018
Q3 		$469K Sell
8,815
-594
-6% -$31.5K 0.03% 235
2018
Q2 		$472K Buy
9,409
+1,767
+23% +$89.7K 0.03% 230
2018
Q1 		$387K Buy
7,642
+2,337
+44% +$128K 0.03% 217
2017
Q4 		$285K Sell
5,305
-42,195
-89% -$2.27M 0.02% 190
2017
Q3 		$2.04M Sell
47,500
-9,245
-16% -$484K 0.18% 96
2017
Q2 		$2.95M Buy
56,745
+10,096
+22% +$520K 0.21% 88
2017
Q1 		$2.4M Buy
46,649
+1,014
+2% +$54.1K 0.2% 104
2016
Q4 		$2.34M Buy
+45,635
New +$2.17M 0.23% 78

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Tiedemann Advisors's USB Position: Q3 2021 in Review

Tiedemann Advisors sold out of US Bancorp (USB) in Q3 2021, closing a stake of 4,289 shares — an estimated $246K sold.

Tiedemann Advisors first reported a position in USB in Q4 2016 and held it in 16 quarters. The position peaked at $2.95M in Q2 2017. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • Tiedemann Advisors reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 4,289 US Bancorp shares in Q3 2021, an estimated $246K.
  • Tiedemann Advisors first reported a position in US Bancorp in Q4 2016 and held it in 16 quarters.
  • Tiedemann Advisors's US Bancorp position peaked at $2.95M in Q2 2017.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.