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tru Independence’s US Bancorp USB Stock Holding History

tru Independence’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
-743
Closed -$42K – 325
2021
Q2 		$42K Buy
+743
New +$43.6K 0.01% 231
2021
Q1 		– Sell
-2,971
Closed -$51.3K – 694
2020
Q4 		$51.3K Buy
2,971
+1,175
+65% +$49.7K 0.09% 86
2020
Q3 		$64K Sell
1,796
-831
-32% -$30.4K 0.02% 199
2020
Q2 		$97 Sell
2,627
-379
-13% -$13.5K 0.01% 307
2020
Q1 		$103 Hold
3,006
– – 0.02% 242
2019
Q4 		$103K Buy
+3,006
New +$174K 0.01% 299

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

tru Independence's USB Position: Q3 2021 in Review

tru Independence sold out of US Bancorp (USB) in Q3 2021, closing a stake of 743 shares — an estimated $42K sold.

tru Independence first reported a position in USB in Q4 2019 and held it in 6 quarters. The position peaked at $103K in Q4 2019. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • tru Independence reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 743 US Bancorp shares in Q3 2021, an estimated $42K.
  • tru Independence first reported a position in US Bancorp in Q4 2019 and held it in 6 quarters.
  • tru Independence's US Bancorp position peaked at $103K in Q4 2019.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.