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Cypress Asset Management’s US Bancorp USB Stock Holding History

Cypress Asset Management’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 		– Sell
-11,085
Closed -$408K – 138
2020
Q2 		$408K Sell
11,085
-1,000
-8% -$35.6K 0.14% 110
2020
Q1 		$416K Buy
12,085
+1,200
+11% +$57.8K 0.18% 98
2019
Q4 		$645K Sell
10,885
-1,675
-13% -$96.8K 0.22% 98
2019
Q3 		$695K Sell
12,560
-75
-0.6% -$4.05K 0.24% 97
2019
Q2 		$662K Sell
12,635
-50
-0.4% -$2.58K 0.23% 99
2019
Q1 		$611K Hold
12,685
– – 0.21% 103
2018
Q4 		$580K Sell
12,685
-250
-2% -$12.9K 0.22% 102
2018
Q3 		$683K Sell
12,935
-1,600
-11% -$84.8K 0.2% 111
2018
Q2 		$727K Sell
14,535
-75
-0.5% -$3.81K 0.22% 107
2018
Q1 		$738K Sell
14,610
-1,175
-7% -$64.3K 0.22% 102
2017
Q4 		$846K Sell
15,785
-165
-1% -$8.88K 0.18% 106
2017
Q3 		$855K Buy
15,950
+700
+5% +$36.6K 0.18% 105
2017
Q2 		$792K Sell
15,250
-450
-3% -$23.2K 0.16% 111
2017
Q1 		$809K Buy
15,700
+1,250
+9% +$66.6K 0.15% 119
2016
Q4 		$742K Hold
14,450
– – 0.14% 124
2016
Q3 		$620K Sell
14,450
-150
-1% -$6.37K 0.12% 132
2016
Q2 		$589K Buy
14,600
+425
+3% +$17.7K 0.12% 135
2016
Q1 		$575K Sell
14,175
-1,525
-10% -$60.9K 0.12% 131
2015
Q4 		$670K Hold
15,700
– – 0.13% 124
2015
Q3 		$644K Hold
15,700
– – 0.14% 123
2015
Q2 		$681K Buy
15,700
+375
+2% +$16.4K 0.13% 125
2015
Q1 		$669K Sell
15,325
-200
-1% -$8.76K 0.13% 120
2014
Q4 		$698K Hold
15,525
– – 0.13% 117
2014
Q3 		$649K Hold
15,525
– – 0.12% 121
2014
Q2 		$673K Sell
15,525
-1,100
-7% -$45.9K 0.12% 117
2014
Q1 		$713K Sell
16,625
-1,300
-7% -$53.4K 0.13% 118
2013
Q4 		$724K Sell
17,925
-625
-3% -$24K 0.13% 120
2013
Q3 		$679K Buy
18,550
+1,525
+9% +$56.5K 0.13% 119
2013
Q2 		$615K Buy
+17,025
New +$584K 0.11% 123

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cypress Asset Management's USB Position: Q3 2020 in Review

Cypress Asset Management sold out of US Bancorp (USB) in Q3 2020, closing a stake of 11,085 shares — an estimated $408K sold.

Cypress Asset Management first reported a position in USB in Q2 2013 and held it in 29 quarters. The position peaked at $855K in Q3 2017. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Cypress Asset Management reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Cypress Asset Management sold 11,085 US Bancorp shares in Q3 2020, an estimated $408K.
  • Cypress Asset Management first reported a position in US Bancorp in Q2 2013 and held it in 29 quarters.
  • Cypress Asset Management's US Bancorp position peaked at $855K in Q3 2017.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Cypress Asset Management's 13F filing for Q3 2020, filed 26 Oct 2020.