Evercore Wealth Management, LLC Us Bancorp \De\ Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 26,785 shares of USB stock, worth $1.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,785

Previous 29,712 9.85%

Holding current value

$1.44 Million

Previous $1.18 Million 3.82%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$39.04 - $47.23 $114,270 - $138,242	-2,927 Reduced 9.85%	26,785 $1.22 Million
Q2 2024 Aug 14, 2024	SELL	$38.45 - $43.95 $46,293 - $52,915	-1,204 Reduced 3.89%	29,712 $1.18 Million
Q1 2024 May 15, 2024	SELL	$39.91 - $44.7 $121,645 - $136,245	-3,048 Reduced 8.97%	30,916 $1.38 Million
Q4 2023 Feb 14, 2024	SELL	$30.64 - $45.33 $12,194 - $18,041	-398 Reduced 1.16%	33,964 $1.47 Million
Q3 2023 Nov 14, 2023	SELL	$32.47 - $40.23 $157,447 - $195,075	-4,849 Reduced 12.37%	34,362 $1.14 Million
Q2 2023 Aug 04, 2023	SELL	$28.68 - $36.01 $278,511 - $349,693	-9,711 Reduced 19.85%	39,211 $1.3 Million
Q1 2023 May 15, 2023	SELL	$32.95 - $49.8 $134,238 - $202,885	-4,074 Reduced 7.69%	48,922 $1.76 Million
Q4 2022 Feb 14, 2023	SELL	$38.79 - $45.63 $86,385 - $101,618	-2,227 Reduced 4.03%	52,996 $2.31 Million
Q3 2022 Nov 14, 2022	BUY	$18.43 - $48.21 $8,330 - $21,790	452 Added 0.83%	55,223 $2.23 Million
Q2 2022 Aug 15, 2022	SELL	$45.41 - $53.07 $160,933 - $188,080	-3,544 Reduced 6.08%	54,771 $2.52 Million
Q1 2022 May 16, 2022	SELL	$52.65 - $63.25 $47,385 - $56,925	-900 Reduced 1.52%	58,315 $3.1 Million
Q4 2021 Feb 14, 2022	SELL	$54.85 - $62.74 $36,584 - $41,847	-667 Reduced 1.11%	59,215 $3.33 Million
Q3 2021 Nov 15, 2021	SELL	$54.51 - $61.1 $24,529 - $27,495	-450 Reduced 0.75%	59,882 $3.56 Million
Q2 2021 Aug 16, 2021	SELL	$54.74 - $62.21 $2,955 - $3,359	-54 Reduced 0.09%	60,332 $3.44 Million
Q1 2021 May 17, 2021	SELL	$42.75 - $56.27 $803,742 - $1.06 Million	-18,801 Reduced 23.74%	60,386 $3.34 Million
Q4 2020 Feb 16, 2021	BUY	$36.0 - $46.73 $806,256 - $1.05 Million	22,396 Added 39.44%	79,187 $3.69 Million
Q3 2020 Nov 16, 2020	SELL	$34.22 - $38.31 $201,453 - $225,530	-5,887 Reduced 9.39%	56,791 $2.04 Million
Q2 2020 Aug 13, 2020	SELL	$29.45 - $43.51 $650,079 - $960,439	-22,074 Reduced 26.05%	62,678 $2.31 Million
Q1 2020 May 14, 2020	SELL	$28.93 - $59.2 $70,647 - $144,566	-2,442 Reduced 2.8%	84,752 $2.92 Million
Q4 2019 Feb 13, 2020	SELL	$52.38 - $60.68 $85,955 - $99,575	-1,641 Reduced 1.85%	87,194 $5.17 Million
Q3 2019 Nov 14, 2019	SELL	$50.9 - $57.38 $1.02 Million - $1.15 Million	-20,084 Reduced 18.44%	88,835 $4.92 Million
Q2 2019 Aug 13, 2019	BUY	$49.07 - $53.48 $177,093 - $193,009	3,609 Added 3.43%	108,919 $5.71 Million
Q1 2019 May 14, 2019	SELL	$45.7 - $52.45 $42,820 - $49,145	-937 Reduced 0.88%	105,310 $5.08 Million
Q4 2018 Feb 13, 2019	SELL	$43.76 - $55.0 $51,199 - $64,350	-1,170 Reduced 1.09%	106,247 $4.86 Million
Q3 2018 Nov 13, 2018	BUY	$49.93 - $55.35 $28,659 - $31,770	574 Added 0.54%	107,417 $5.67 Million
Q2 2018 Aug 14, 2018	SELL	$48.86 - $52.05 $35,716 - $38,048	-731 Reduced 0.68%	106,843 $5.34 Million
Q1 2018 May 15, 2018	SELL	$49.25 - $58.11 $68,950 - $81,354	-1,400 Reduced 1.28%	107,574 $5.43 Million
Q4 2017 Feb 13, 2018	SELL	$51.61 - $55.63 $60,435 - $65,142	-1,171 Reduced 1.06%	108,974 $5.84 Million
Q3 2017 Nov 13, 2017	BUY	$49.86 - $54.15 $5.49 Million - $5.96 Million	110,145	110,145 $5.9 Million

Others Institutions Holding USB

# of Institutions

1,918

Shares Held

1.13B

Call Options Held

9.99M

Put Options Held

9.84M

View Full List

About US BANCORP \DE\

Ticker USB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,485,779,968
Market Cap $79.7B
Description
U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...

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Evercore Wealth Management, LLC Us Bancorp \De\ Transaction History