AFC
USB icon

AFT Forsyth & Company’s US Bancorp USB Stock Holding History

AFT Forsyth & Company’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
Q1 		– Sell
-4,881
Closed -$289K – 146
2019
Q4 		$289K Hold
4,881
– – 0.22% 117
2019
Q3 		$270K Hold
4,881
– – 0.22% 120
2019
Q2 		$256K Hold
4,881
– – 0.21% 119
2019
Q1 		$235K Hold
4,881
– – 0.2% 123
2018
Q4 		$223K Buy
4,881
+17
+0.3% +$875 0.22% 123
2018
Q3 		$257K Hold
4,864
– – 0.21% 125
2018
Q2 		$243K Hold
4,864
– – 0.21% 127
2018
Q1 		$246K Buy
4,864
+650
+15% +$35.6K 0.23% 119
2017
Q4 		$226K Buy
+4,214
New +$227K 0.22% 122
2013
Q3 		$161K Hold
4,414
– – 0.21% 114
2013
Q2 		$160K Buy
+4,414
New +$151K 0.23% 103

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

AFT Forsyth & Company's USB Position: Q1 2020 in Review

AFT Forsyth & Company sold out of US Bancorp (USB) in Q1 2020, closing a stake of 4,881 shares — an estimated $289K sold.

AFT Forsyth & Company first reported a position in USB in Q2 2013 and held it in 11 quarters. The position peaked at $289K in Q4 2019. 1,444 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • AFT Forsyth & Company reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • AFT Forsyth & Company sold 4,881 US Bancorp shares in Q1 2020, an estimated $289K.
  • AFT Forsyth & Company first reported a position in US Bancorp in Q2 2013 and held it in 11 quarters.
  • AFT Forsyth & Company's US Bancorp position peaked at $289K in Q4 2019.
  • 1,444 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on AFT Forsyth & Company's 13F filing for Q1 2020, filed 11 May 2020.