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Bridgeworth’s US Bancorp USB Stock Holding History

Bridgeworth’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
Q3 		– Sell
-6,887
Closed -$254K – 130
2020
Q2 		$254K Buy
+6,887
New +$245K 0.1% 101
2020
Q1 		– Sell
-4,045
Closed -$240K – 141
2019
Q4 		$240K Sell
4,045
-265
-6% -$15.3K 0.09% 114
2019
Q3 		$239K Buy
+4,310
New +$233K 0.09% 109
2018
Q3 		– Sell
-1,294
Closed -$64K – 515
2018
Q2 		$64K Buy
+1,294
New +$65.7K 0.03% 252

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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgeworth's USB Position: Q3 2020 in Review

Bridgeworth sold out of US Bancorp (USB) in Q3 2020, closing a stake of 6,887 shares — an estimated $254K sold.

Bridgeworth first reported a position in USB in Q2 2018 and held it in 4 quarters. The position peaked at $254K in Q2 2020. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Bridgeworth reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Bridgeworth sold 6,887 US Bancorp shares in Q3 2020, an estimated $254K.
  • Bridgeworth first reported a position in US Bancorp in Q2 2018 and held it in 4 quarters.
  • Bridgeworth's US Bancorp position peaked at $254K in Q2 2020.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Bridgeworth's 13F filing for Q3 2020, filed 13 Nov 2020.