ZIG
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Zullo Investment Group’s US Bancorp USB Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-2,121
Closed -$92.5K – 677
2022
Q4 		$92.5K Sell
2,121
-1,493
-41% -$63.9K 0.06% 206
2022
Q3 		$146K Sell
3,614
-329
-8% -$15.2K 0.09% 158
2022
Q2 		$181K Buy
3,943
+73
+2% +$3.65K 0.11% 148
2022
Q1 		$206K Buy
3,870
+12
+0.3% +$690 0.11% 148
2021
Q4 		$217K Buy
+3,858
New +$228K 0.11% 152

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Zullo Investment Group's USB Position: Q1 2023 in Review

Zullo Investment Group sold out of US Bancorp (USB) in Q1 2023, closing a stake of 2,121 shares — an estimated $92.5K sold.

Zullo Investment Group first reported a position in USB in Q4 2021 and held it in 5 quarters. The position peaked at $217K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Zullo Investment Group reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,121 US Bancorp shares in Q1 2023, an estimated $92.5K.
  • Zullo Investment Group first reported a position in US Bancorp in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's US Bancorp position peaked at $217K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.