CAW
USB icon

Cornerstone Advisors (Washington)’s US Bancorp USB Stock Holding History

Cornerstone Advisors (Washington)’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 		$242K Buy
6,761
+340
+5% +$12.4K 0.03% 93
2020
Q2 		$236K Buy
6,421
+1,298
+25% +$46.3K 0.03% 85
2020
Q1 		$176K Sell
5,123
-2,976
-37% -$143K 0.02% 85
2019
Q4 		$480K Buy
8,099
+358
+5% +$20.7K 0.06% 39
2019
Q3 		$428K Buy
7,741
+213
+3% +$11.5K 0.06% 43
2019
Q2 		$394K Buy
7,528
+242
+3% +$12.5K 0.04% 72
2019
Q1 		$351K Sell
7,286
-230
-3% -$11.5K 0.03% 73
2018
Q4 		$343K Buy
7,516
+288
+4% +$14.8K 0.06% 68
2018
Q3 		$382K Sell
7,228
-695
-9% -$36.8K 0.25% 65
2018
Q2 		$396K Sell
7,923
-1,939
-20% -$98.4K 0.27% 62
2018
Q1 		$498K Buy
9,862
+1,605
+19% +$87.8K 0.34% 45
2017
Q4 		$442K Hold
8,257
– – 0.29% 49
2017
Q3 		$442K Hold
8,257
– – 0.3% 50
2017
Q2 		$429K Hold
8,257
– – 0.24% 47
2017
Q1 		$425K Sell
8,257
-17
-0.2% -$906 0.23% 48
2016
Q4 		$425K Buy
8,274
+259
+3% +$12.3K 0.36% 42
2016
Q3 		$344K Buy
8,015
+1,967
+33% +$83.6K 0.29% 49
2016
Q2 		$244K Hold
6,048
– – 0.25% 49
2016
Q1 		$245K Buy
6,048
+345
+6% +$13.8K 0.26% 49
2015
Q4 		$243K Hold
5,703
– – 0.27% 43
2015
Q3 		$234K Sell
5,703
-223
-4% -$9.66K 0.21% 80
2015
Q2 		$257K Hold
5,926
– – 0.21% 82
2015
Q1 		$259K Sell
5,926
-69
-1% -$3.02K 0.2% 85
2014
Q4 		$269K Buy
5,995
+69
+1% +$2.97K 0.2% 82
2014
Q3 		$248K Sell
5,926
-26
-0.4% -$1.1K 0.2% 36
2014
Q2 		$258K Buy
5,952
+38
+0.6% +$1.59K 0.24% 39
2014
Q1 		$253K Buy
5,914
+691
+13% +$28.4K 0.3% 32
2013
Q4 		$211K Hold
5,223
– – 0.3% 32
2013
Q3 		$191K Buy
5,223
+5,000
+2,242% +$185K 0.33% 31
2013
Q2 		$8K Buy
+223
New +$7.65K 0.02% 98

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

Cornerstone Advisors (Washington)'s USB Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its US Bancorp (USB) stake by 5.3% in Q3 2020, buying an estimated $12.4K and bringing the position to 6,761 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #93.

Cornerstone Advisors (Washington) first reported a position in USB in Q2 2013 and has held it in 30 quarters since. The position peaked at $498K in Q1 2018. 1,416 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Cornerstone Advisors (Washington) held 6,761 shares of US Bancorp worth $242K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 340 US Bancorp shares in Q3 2020, an estimated $12.4K.
  • US Bancorp made up 0.03% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #93 holding.
  • Cornerstone Advisors (Washington) first reported a position in US Bancorp in Q2 2013 and has held it in 30 quarters since.
  • Cornerstone Advisors (Washington)'s US Bancorp position peaked at $498K in Q1 2018.
  • 1,416 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.