Eagle Ridge Investment Management / USB
Eagle Ridge Investment Management’s US Bancorp Position
Does Eagle Ridge Investment Management own US Bancorp (USB)? Not currently — the last reported position was 256.0K shares worth $9M in Q1 2023; the fund’s latest 13F (Q4 2024) no longer reports it.
Position Value
$9M
Q1 2023
Shares
256.0K
% of Portfolio
+1.04%
Quarters Held
12
position exited
Position History USB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2023 | 256.0K | $9M | +1.04% |
| Q4 2022 | 247.2K | $11M | +1.26% |
| Q3 2022 | 247.0K | $10M | +1.25% |
| Q2 2022 | 242.3K | $11M | +1.34% |
| Q1 2022 | 241.6K | $13M | +1.37% |
| Q4 2021 | 241.8K | $14M | +1.42% |
| Q3 2021 | 240.2K | $14M | +1.59% |
| Q2 2021 | 237.4K | $14M | +1.57% |
| Q1 2021 | 237.3K | $13M | +1.59% |
| Q4 2020 | 231.2K | $11M | +1.36% |
| Q3 2020 | 229.8K | $8M | +1.15% |
| Q2 2020 | 226.2K | $8M | +1.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of USB.