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Altshuler Shaham’s US Bancorp USB Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-618
Closed -$35K – 665
2021
Q2 		$35K Buy
+618
New +$36.3K ﹤0.01% 507
2020
Q1 		– Sell
-138
Closed -$8K – 619
2019
Q4 		$8K Buy
+138
New +$7.98K ﹤0.01% 364
2019
Q3 		– Sell
-1,714
Closed -$90K – 562
2019
Q2 		$90K Buy
+1,714
New +$88.3K ﹤0.01% 170

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Altshuler Shaham's USB Position: Q3 2021 in Review

Altshuler Shaham sold out of US Bancorp (USB) in Q3 2021, closing a stake of 618 shares — an estimated $35K sold.

Altshuler Shaham first reported a position in USB in Q2 2019 and held it in 3 quarters. The position peaked at $90K in Q2 2019. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • Altshuler Shaham reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 618 US Bancorp shares in Q3 2021, an estimated $35K.
  • Altshuler Shaham first reported a position in US Bancorp in Q2 2019 and held it in 3 quarters.
  • Altshuler Shaham's US Bancorp position peaked at $90K in Q2 2019.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.