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Cumberland Partners’s US Bancorp USB Stock Holding History

Cumberland Partners’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
Q4 		– Sell
-240,885
Closed -$14.3M – 198
2021
Q3 		$14.3M Sell
240,885
-8,640
-3% -$492K 1.17% 28
2021
Q2 		$14.2M Sell
249,525
-4,695
-2% -$275K 1.11% 31
2021
Q1 		$14.1M Buy
+254,220
New +$12.7M 1.16% 27
2018
Q4 		– Sell
-8,400
Closed -$444K – 197
2018
Q3 		$444K Sell
8,400
-3,000
-26% -$159K 0.04% 145
2018
Q2 		$570K Buy
+11,400
New +$578K 0.06% 132

Other funds holding USB

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Cumberland Partners's USB Position: Q4 2021 in Review

Cumberland Partners sold out of US Bancorp (USB) in Q4 2021, closing a stake of 240,885 shares — an estimated $14.3M sold.

Cumberland Partners first reported a position in USB in Q2 2018 and held it in 5 quarters. The position peaked at $14.3M in Q3 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Cumberland Partners reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Cumberland Partners sold 240,885 US Bancorp shares in Q4 2021, an estimated $14.3M.
  • Cumberland Partners first reported a position in US Bancorp in Q2 2018 and held it in 5 quarters.
  • Cumberland Partners's US Bancorp position peaked at $14.3M in Q3 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Cumberland Partners's 13F filing for Q4 2021, filed 10 Feb 2022.