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Brandywine Oak Private Wealth’s US Bancorp USB Stock Holding History

Brandywine Oak Private Wealth’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
-7,375
Closed -$254K – 267
2020
Q1 		$254K Buy
7,375
+473
+7% +$22.8K 0.05% 185
2019
Q4 		$409K Hold
6,902
– – 0.07% 137
2019
Q3 		$381K Hold
6,902
– – 0.07% 135
2019
Q2 		$361K Hold
6,902
– – 0.07% 141
2019
Q1 		$332K Hold
6,902
– – 0.07% 144
2018
Q4 		$315K Buy
+6,902
New +$355K 0.07% 138

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

Brandywine Oak Private Wealth's USB Position: Q2 2020 in Review

Brandywine Oak Private Wealth sold out of US Bancorp (USB) in Q2 2020, closing a stake of 7,375 shares — an estimated $254K sold.

Brandywine Oak Private Wealth first reported a position in USB in Q4 2018 and held it in 6 quarters. The position peaked at $409K in Q4 2019. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Brandywine Oak Private Wealth reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 7,375 US Bancorp shares in Q2 2020, an estimated $254K.
  • Brandywine Oak Private Wealth first reported a position in US Bancorp in Q4 2018 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's US Bancorp position peaked at $409K in Q4 2019.
  • 1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2020, filed 6 Aug 2020.