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Bank of the West’s US Bancorp USB Stock Holding History

Bank of the West’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
-3,459
Closed -$205K – 278
2019
Q4 		$205K Sell
3,459
-3,901
-53% -$226K 0.02% 261
2019
Q3 		$407K Buy
7,360
+301
+4% +$16.3K 0.05% 218
2019
Q2 		$370K Buy
7,059
+256
+4% +$13.2K 0.04% 220
2019
Q1 		$328K Buy
6,803
+150
+2% +$7.52K 0.04% 233
2018
Q4 		$304K Sell
6,653
-1,855
-22% -$95.5K 0.04% 244
2018
Q3 		$449K Buy
8,508
+1,946
+30% +$103K 0.05% 229
2018
Q2 		$328K Sell
6,562
-25
-0.4% -$1.27K 0.04% 252
2018
Q1 		$333K Buy
6,587
+1,455
+28% +$79.6K 0.04% 254
2017
Q4 		$275K Sell
5,132
-665
-11% -$35.8K 0.03% 260
2017
Q3 		$311K Buy
+5,797
New +$303K 0.04% 249
2014
Q3 		– Sell
-12,990
Closed -$563K – 271
2014
Q2 		$563K Buy
12,990
+1,137
+10% +$47.5K 0.09% 165
2014
Q1 		$508K Buy
11,853
+336
+3% +$13.8K 0.08% 169
2013
Q4 		$465K Sell
11,517
-158
-1% -$6.06K 0.07% 181
2013
Q3 		$427K Sell
11,675
-119
-1% -$4.41K 0.08% 165
2013
Q2 		$426K Buy
+11,794
New +$405K 0.08% 162

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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

Bank of the West's USB Position: Q1 2020 in Review

Bank of the West sold out of US Bancorp (USB) in Q1 2020, closing a stake of 3,459 shares — an estimated $205K sold.

Bank of the West first reported a position in USB in Q2 2013 and held it in 15 quarters. The position peaked at $563K in Q2 2014. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Bank of the West reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Bank of the West sold 3,459 US Bancorp shares in Q1 2020, an estimated $205K.
  • Bank of the West first reported a position in US Bancorp in Q2 2013 and held it in 15 quarters.
  • Bank of the West's US Bancorp position peaked at $563K in Q2 2014.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Bank of the West's 13F filing for Q1 2020, filed 8 May 2020.