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US Asset Management LLC’s Piper Sandler PIPR Stock Holding History

US Asset Management LLC’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-112
Closed -$4K – 206
2023
Q1 		$4K Hold
112
– – ﹤0.01% 236
2022
Q4 		$4K Buy
+112
New +$3.66K ﹤0.01% 235
2022
Q2 		$3K Hold
112
– – ﹤0.01% 242
2022
Q1 		$4K Buy
+112
New +$4.13K ﹤0.01% 245

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

US Asset Management LLC's PIPR Position: Q2 2023 in Review

US Asset Management LLC sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 112 shares — an estimated $4K sold.

US Asset Management LLC first reported a position in PIPR in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2023. 233 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.

  • US Asset Management LLC reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
  • US Asset Management LLC sold 112 Piper Sandler shares in Q2 2023, an estimated $4K.
  • US Asset Management LLC first reported a position in Piper Sandler in Q1 2022 and held it in 4 quarters.
  • US Asset Management LLC's Piper Sandler position peaked at $4K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.