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Ackerman Capital Advisors’s US Bancorp USB Stock Holding History

Ackerman Capital Advisors’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
Q4 		– Sell
-7,000
Closed -$251K – 144
2020
Q3 		$251K Hold
7,000
– – 0.07% 94
2020
Q2 		$258K Hold
7,000
– – 0.08% 90
2020
Q1 		$241K Buy
+7,000
New +$337K 0.09% 75

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Ackerman Capital Advisors's USB Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of US Bancorp (USB) in Q4 2020, closing a stake of 7,000 shares — an estimated $251K sold.

Ackerman Capital Advisors first reported a position in USB in Q1 2020 and held it in 3 quarters. The position peaked at $258K in Q2 2020. 1,583 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Ackerman Capital Advisors reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 7,000 US Bancorp shares in Q4 2020, an estimated $251K.
  • Ackerman Capital Advisors first reported a position in US Bancorp in Q1 2020 and held it in 3 quarters.
  • Ackerman Capital Advisors's US Bancorp position peaked at $258K in Q2 2020.
  • 1,583 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.