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Charles Stewart Mott Foundation’s US Bancorp USB Stock Holding History

Charles Stewart Mott Foundation’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
2015
Q4 		– Sell
-7,011
Closed -$288K – 81
2015
Q3 		$288K Buy
+7,011
New +$304K 0.32% 59

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Stewart Mott Foundation's USB Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of US Bancorp (USB) in Q4 2015, closing a stake of 7,011 shares — an estimated $288K sold.

Charles Stewart Mott Foundation first reported a position in USB in Q3 2015 and held it in 1 quarter. The position peaked at $288K in Q3 2015. 1,205 funds tracked by Wall St. Rank hold USB as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining US Bancorp position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 7,011 US Bancorp shares in Q4 2015, an estimated $288K.
  • Charles Stewart Mott Foundation first reported a position in US Bancorp in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's US Bancorp position peaked at $288K in Q3 2015.
  • 1,205 funds tracked by Wall St. Rank held US Bancorp as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.