Beacon Capital Management Inc (Ohio)’s US Bancorp USB Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q2	–	Sell	-39	Closed	-$1K	–	106
2020 Q1	$1K	Buy	+39	New	+$1.88K	﹤0.01%	102
2017 Q3	–	Sell	-1,980	Closed	-$103K	–	77
2017 Q2	$103K	Hold	1,980	–	–	0.01%	26
2017 Q1	$102K	Hold	1,980	–	–	0.01%	27
2016 Q4	$102K	Hold	1,980	–	–	0.01%	27
2016 Q3	$85K	Hold	1,980	–	–	0.01%	38
2016 Q2	$80K	Hold	1,980	–	–	0.01%	47
2016 Q1	$80K	Hold	1,980	–	–	0.01%	53
2015 Q4	$84K	Hold	1,980	–	–	0.01%	56
2015 Q3	$81K	Hold	1,980	–	–	0.01%	57
2015 Q2	$86K	Hold	1,980	–	–	0.01%	63
2015 Q1	$86K	Hold	1,980	–	–	0.01%	68
2014 Q4	$89K	Hold	1,980	–	–	0.01%	67
2014 Q3	$83K	Hold	1,980	–	–	0.01%	72
2014 Q2	$86K	Sell	1,980 -4	-0.2%	-$167	0.02%	73
2014 Q1	$85K	Buy	1,984 +4	+0.2%	+$164	0.02%	71
2013 Q4	$80K	Buy	+1,980	New	+$76K	0.02%	68

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s USB Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of US Bancorp (USB) in Q2 2020, closing a stake of 39 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in USB in Q4 2013 and held it in 16 quarters. The position peaked at $103K in Q2 2017. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

Beacon Capital Management Inc (Ohio) reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 39 US Bancorp shares in Q2 2020, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in US Bancorp in Q4 2013 and held it in 16 quarters.
Beacon Capital Management Inc (Ohio)'s US Bancorp position peaked at $103K in Q2 2017.
1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.