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Congress Park Capital’s US Bancorp USB Stock Holding History

Congress Park Capital’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
Q1 		– Sell
-5,100
Closed -$302K – 105
2019
Q4 		$302K Hold
5,100
– – 0.22% 80
2019
Q3 		$282K Hold
5,100
– – 0.24% 74
2019
Q2 		$293K Hold
5,100
– – 0.23% 77
2019
Q1 		$246K Hold
5,100
– – 0.21% 79
2018
Q4 		$233K Hold
5,100
– – 0.26% 76
2018
Q3 		$269K Hold
5,100
– – 0.24% 88
2018
Q2 		$255K Hold
5,100
– – 0.24% 86
2018
Q1 		$258K Sell
5,100
-3,150
-38% -$172K 0.27% 81
2017
Q4 		$442K Buy
+8,250
New +$444K 0.45% 64

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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Congress Park Capital's USB Position: Q1 2020 in Review

Congress Park Capital sold out of US Bancorp (USB) in Q1 2020, closing a stake of 5,100 shares — an estimated $302K sold.

Congress Park Capital first reported a position in USB in Q4 2017 and held it in 9 quarters. The position peaked at $442K in Q4 2017. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Congress Park Capital reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Congress Park Capital sold 5,100 US Bancorp shares in Q1 2020, an estimated $302K.
  • Congress Park Capital first reported a position in US Bancorp in Q4 2017 and held it in 9 quarters.
  • Congress Park Capital's US Bancorp position peaked at $442K in Q4 2017.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Congress Park Capital's 13F filing for Q1 2020, filed 4 May 2020.