Accurate Investment Solutions’s US Bancorp USB Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-5,361	Closed	-$185K	–	377
2020 Q1	$185K	Buy	5,361 +70	+1%	+$3.37K	0.15%	93
2019 Q4	$314K	Buy	5,291 +4,291	+429%	+$248K	0.2%	56
2019 Q3	$55K	Hold	1,000	–	–	0.04%	120
2019 Q2	$52K	Hold	1,000	–	–	0.04%	117
2019 Q1	$48K	Hold	1,000	–	–	0.04%	115
2018 Q4	$46K	Hold	1,000	–	–	0.04%	114
2018 Q3	$53K	Sell	1,000 -2	-0.2%	-$106	0.04%	125
2018 Q2	$50K	Hold	1,002	–	–	0.04%	146
2018 Q1	$51K	Hold	1,002	–	–	0.04%	140
2017 Q4	$54K	Sell	1,002 -298	-23%	-$16K	0.04%	133
2017 Q3	$70K	Buy	1,300 +300	+30%	+$15.7K	0.05%	113
2017 Q2	$52K	Sell	1,000 -500	-33%	-$25.8K	0.04%	127
2017 Q1	$77K	Buy	1,500 +500	+50%	+$26.7K	0.06%	88
2016 Q4	$51K	Hold	1,000	–	–	0.05%	116
2016 Q3	$43K	Hold	1,000	–	–	0.04%	123
2016 Q2	$40K	Sell	1,000 -3,435	-77%	-$143K	0.04%	122
2016 Q1	$180K	Buy	4,435 +3,435	+344%	+$137K	0.17%	55
2015 Q4	$43K	Buy	+1,000	New	+$42.7K	0.04%	126

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accurate Investment Solutions's USB Position: Q2 2020 in Review

Accurate Investment Solutions sold out of US Bancorp (USB) in Q2 2020, closing a stake of 5,361 shares — an estimated $185K sold.

Accurate Investment Solutions first reported a position in USB in Q4 2015 and held it in 18 quarters. The position peaked at $314K in Q4 2019. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

Accurate Investment Solutions reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 5,361 US Bancorp shares in Q2 2020, an estimated $185K.
Accurate Investment Solutions first reported a position in US Bancorp in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's US Bancorp position peaked at $314K in Q4 2019.
1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.