U.S. Bancorp shares owned by A. Montag and Associates
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $843k | 19k | 43.75 |
| 2023-09-30 | $589k | 18k | 33.54 |
| 2023-06-30 | $746k | 22k | 33.52 |
| 2023-03-31 | $900k | 25k | 36.53 |
| 2022-12-31 | $1.1M | 25k | 44.09 |
| 2022-09-30 | $1.0M | 26k | 40.80 |
| 2022-06-30 | $1.2M | 26k | 46.47 |
| 2022-03-31 | $1.3M | 25k | 53.15 |
| 2021-12-31 | $1.3M | 23k | 56.16 |
| 2021-09-30 | $1.3M | 22k | 59.42 |
| 2021-06-30 | $1.2M | 22k | 56.99 |
| 2021-03-31 | $1.1M | 21k | 55.33 |
| 2020-12-31 | $852k | 18k | 46.58 |
| 2020-09-30 | $829k | 23k | 35.84 |
| 2020-06-30 | $904k | 25k | 36.83 |
| 2020-03-31 | $1.1M | 31k | 34.44 |
| 2019-12-31 | $1.7M | 28k | 59.29 |
| 2019-09-30 | $1.9M | 35k | 55.35 |
| 2019-06-30 | $2.0M | 38k | 52.41 |
| 2019-03-31 | $1.7M | 36k | 48.18 |
| 2018-12-31 | $436k | 9.5k | 45.71 |
| 2018-09-30 | $455k | 8.6k | 52.76 |
| 2018-06-30 | $333k | 6.7k | 50.02 |
| 2018-03-31 | $316k | 6.3k | 50.47 |
| 2014-06-30 | $309k | 7.1k | 43.36 |
| 2014-03-31 | $706k | 17k | 42.85 |
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