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Beaumont Asset Management’s US Bancorp USB Stock Holding History

Beaumont Asset Management’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
-18,812
Closed -$648K – 61
2020
Q1 		$648K Sell
18,812
-1,460
-7% -$70.4K 0.78% 32
2019
Q4 		$1.2M Buy
+20,272
New +$1.17M 1.15% 26

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

Beaumont Asset Management's USB Position: Q2 2020 in Review

Beaumont Asset Management sold out of US Bancorp (USB) in Q2 2020, closing a stake of 18,812 shares — an estimated $648K sold.

Beaumont Asset Management first reported a position in USB in Q4 2019 and held it in 2 quarters. The position peaked at $1.2M in Q4 2019. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Beaumont Asset Management reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Beaumont Asset Management sold 18,812 US Bancorp shares in Q2 2020, an estimated $648K.
  • Beaumont Asset Management first reported a position in US Bancorp in Q4 2019 and held it in 2 quarters.
  • Beaumont Asset Management's US Bancorp position peaked at $1.2M in Q4 2019.
  • 1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Beaumont Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.