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Tilia Fiduciary Partners’s US Bancorp USB Stock Holding History

Tilia Fiduciary Partners’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
2023
Q2 		– Sell
-275
Closed -$9.91K – 546
2023
Q1 		$9.91K Hold
275
– – 0.01% 369
2022
Q4 		$12K Hold
275
– – 0.01% 346
2022
Q3 		$11K Hold
275
– – 0.01% 371
2022
Q2 		$13K Hold
275
– – 0.01% 360
2022
Q1 		$15K Buy
275
+201
+272% +$11.6K 0.01% 364
2021
Q4 		$4K Buy
+74
New +$4.38K ﹤0.01% 510

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tilia Fiduciary Partners's USB Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of US Bancorp (USB) in Q2 2023, closing a stake of 275 shares — an estimated $9.91K sold.

Tilia Fiduciary Partners first reported a position in USB in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 1,588 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • Tilia Fiduciary Partners reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 275 US Bancorp shares in Q2 2023, an estimated $9.91K.
  • Tilia Fiduciary Partners first reported a position in US Bancorp in Q4 2021 and held it in 6 quarters.
  • Tilia Fiduciary Partners's US Bancorp position peaked at $15K in Q1 2022.
  • 1,588 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.