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Baldrige Asset Management LLC

SEC CIK
0001761742
Latest filing
Apr 17, 2023

USB holding history

US Bancorp DE in every 13F filed by Baldrige Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q1 2023 holdings

Shares (Q1 2023)
9,255
Value
$334.0K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of USB by Baldrige Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20239,255$334.0K0.1%−125−1.3%ReducedHolders
Q4 20229,380$409.0K0.2%00.0%UnchangedHolders
Q3 20229,380$378.0K0.2%00.0%UnchangedHolders
Q2 20229,380$432.0K0.2%00.0%UnchangedHolders
Q1 20229,380$499.0K0.2%−175−1.8%ReducedHolders
Q4 20219,555$537.0K0.2%00.0%UnchangedHolders
Q3 20219,555$568.0K0.2%00.0%UnchangedHolders
Q2 20219,555$544.0K0.2%00.0%UnchangedHolders
Q1 20219,555$528.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.