CSat Investment Advisory’s US Bancorp USB Stock Holding History

CSat Investment Advisory’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
2021 Q1	$11K	Buy	204 +1	+0.5%	+$50	0.01%	444
2020 Q4	$9K	Sell	203 -3,914	-95%	-$166K	0.01%	440
2020 Q3	$148K	Sell	4,117 -6,821	-62%	-$250K	0.01%	337
2020 Q2	$403K	Sell	10,938 -48	-0.4%	-$1.71K	0.05%	202
2020 Q1	$379K	Buy	10,986 +438	+4%	+$21.1K	0.08%	171
2019 Q4	$626K	Buy	10,548 +465	+5%	+$26.9K	0.16%	109
2019 Q3	$558K	Sell	10,083 -21	-0.2%	-$1.14K	0.18%	103
2019 Q2	$529K	Buy	10,104 +2,468	+32%	+$127K	0.19%	98
2019 Q1	$368K	Buy	7,636 +399	+6%	+$20K	0.19%	91
2018 Q4	$331K	Sell	7,237 -7,721	-52%	-$397K	0.2%	88
2018 Q3	$790K	Buy	14,958 +1,009	+7%	+$53.5K	0.45%	60
2018 Q2	$698K	Buy	+13,949	New	+$708K	0.37%	66

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

NEAM

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

CSat Investment Advisory's USB Position: Q1 2021 in Review

CSat Investment Advisory increased its US Bancorp (USB) stake by 0.49% in Q1 2021, buying an estimated $50 and bringing the position to 204 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #444.

CSat Investment Advisory first reported a position in USB in Q2 2018 and has held it in 12 quarters since. The position peaked at $790K in Q3 2018. 1,629 funds tracked by Wall St. Rank hold USB as of Q1 2021.

CSat Investment Advisory held 204 shares of US Bancorp worth $11K as of Q1 2021.
CSat Investment Advisory bought 1 US Bancorp share in Q1 2021, an estimated $50.
US Bancorp made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #444 holding.
CSat Investment Advisory first reported a position in US Bancorp in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's US Bancorp position peaked at $790K in Q3 2018.
1,629 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.