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Braun-Bostich & Associates’s US Bancorp USB Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-564
Closed -$20K – 211
2020
Q3 		$20K Sell
564
-564
-50% -$20.6K 0.02% 214
2020
Q2 		$42K Sell
1,128
-181
-14% -$6.45K 0.04% 140
2020
Q1 		$42K Hold
1,309
– – 0.05% 140
2019
Q4 		$77K Buy
+1,309
New +$75.7K 0.08% 128
2019
Q3 		– Sell
-2,190
Closed -$115K – 287
2019
Q2 		$115K Sell
2,190
-1,669
-43% -$86K 0.12% 127
2019
Q1 		$186K Sell
3,859
-5,943
-61% -$298K 0.19% 105
2018
Q4 		$448K Sell
9,802
-201
-2% -$10.3K 0.48% 72
2018
Q3 		$528K Buy
10,003
+453
+5% +$24K 0.51% 69
2018
Q2 		$478K Buy
9,550
+278
+3% +$14.1K 0.48% 74
2018
Q1 		$468K Buy
9,272
+2,124
+30% +$116K 0.41% 81
2017
Q4 		$383K Buy
+7,148
New +$385K 0.32% 86

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Braun-Bostich & Associates's USB Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of US Bancorp (USB) in Q4 2020, closing a stake of 564 shares — an estimated $20K sold.

Braun-Bostich & Associates first reported a position in USB in Q4 2017 and held it in 11 quarters. The position peaked at $528K in Q3 2018. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 564 US Bancorp shares in Q4 2020, an estimated $20K.
  • Braun-Bostich & Associates first reported a position in US Bancorp in Q4 2017 and held it in 11 quarters.
  • Braun-Bostich & Associates's US Bancorp position peaked at $528K in Q3 2018.
  • 1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.