SEC 13F Intelligence

Hc Financial Advisors Inc / USB

Hc Financial Advisors Inc’s US Bancorp Position

Does Hc Financial Advisors Inc own US Bancorp (USB)? Yes53.3K shares worth $2M (+1.64% of its 13F portfolio) as of Q2 2022, down from 54.5K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
53.3K
% of Portfolio
+1.64%
Quarters Held
14
currently held

Position History USB

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202253.3K$2M+1.64%
Q1 202254.5K$3M+1.72%
Q4 202151.5K$3M+1.61%
Q3 202151.1K$3M+1.82%
Q2 202151.4K$3M+1.71%
Q1 202154.7K$3M+1.84%
Q4 202053.4K$2M+1.60%
Q3 202055.0K$2M+1.41%
Q2 202064.0K$2M+1.84%
Q1 202048.3K$2M+1.49%
Q4 201945.2K$3M+2.11%
Q3 201944.8K$2M+2.12%
Q2 201945.5K$2M+2.38%
Q1 201946.6K$2M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of USB.