AlphaSimPlex Group’s US Bancorp USB Stock Holding History

AlphaSimPlex 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
2020 Q1	–	Sell	-20,493	Closed	-$1.22M	–	235
2019 Q4	$1.22M	Sell	20,493 -1,158	-5%	-$67K	0.46%	43
2019 Q3	$1.2M	Sell	21,651 -9,743	-31%	-$527K	0.46%	56
2019 Q2	$1.65M	Sell	31,394 -3,457	-10%	-$178K	0.51%	39
2019 Q1	$1.68M	Buy	+34,851	New	+$1.75M	0.57%	59

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

AlphaSimPlex Group's USB Position: Q1 2020 in Review

AlphaSimPlex Group sold out of US Bancorp (USB) in Q1 2020, closing a stake of 20,493 shares — an estimated $1.22M sold.

AlphaSimPlex Group first reported a position in USB in Q1 2019 and held it in 4 quarters. The position peaked at $1.68M in Q1 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

AlphaSimPlex Group reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
AlphaSimPlex Group sold 20,493 US Bancorp shares in Q1 2020, an estimated $1.22M.
AlphaSimPlex Group first reported a position in US Bancorp in Q1 2019 and held it in 4 quarters.
AlphaSimPlex Group's US Bancorp position peaked at $1.68M in Q1 2019.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on AlphaSimPlex Group's 13F filing for Q1 2020, filed 13 May 2020.