4IG
USB icon

440 Investment Group’s US Bancorp USB Stock Holding History

440 Investment Group’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$15.3M Buy
285,828
+328
+0.1% +$17.6K 10.9% 1
2017
Q3 		$15.3M Sell
285,500
-9,100
-3% -$476K 11.66% 1
2017
Q2 		$15.3M Hold
294,600
– – 12.19% 1
2017
Q1 		$15.2M Buy
+294,600
New +$15.7M 13.56% 1

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

440 Investment Group's USB Position: Q4 2017 in Review

440 Investment Group increased its US Bancorp (USB) stake by 0.11% in Q4 2017, buying an estimated $17.6K and bringing the position to 285,828 shares worth $15.3M. The position accounts for 10.9% of the portfolio, ranked #1.

440 Investment Group first reported a position in USB in Q1 2017 and has held it in 4 quarters since. 1,463 funds tracked by Wall St. Rank hold USB as of Q4 2017.

  • 440 Investment Group held 285,828 shares of US Bancorp worth $15.3M as of Q4 2017.
  • 440 Investment Group bought 328 US Bancorp shares in Q4 2017, an estimated $17.6K.
  • US Bancorp made up 10.9% of 440 Investment Group's portfolio in Q4 2017, its #1 holding.
  • 440 Investment Group first reported a position in US Bancorp in Q1 2017 and has held it in 4 quarters since.
  • 1,463 funds tracked by Wall St. Rank held US Bancorp as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.