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Daniel Sundheim’s US Bancorp USB Stock Holding History

Daniel Sundheim’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 		– Sell
-16,890,419
Closed -$787M – 63
2020
Q4 		$787M Sell
16,890,419
-3,974,224
-19% -$168M 3.71% 10
2020
Q3 		$748M Buy
20,864,643
+3,175,000
+18% +$116M 4.38% 6
2020
Q2 		$651M Buy
17,689,643
+15,689,643
+784% +$559M 4.86% 6
2020
Q1 		$68.9M Buy
+2,000,000
New +$96.4M 0.71% 25

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Daniel Sundheim's USB Position: Q1 2021 in Review

Daniel Sundheim sold out of US Bancorp (USB) in Q1 2021, closing a stake of 16,890,419 shares — an estimated $787M sold.

Daniel Sundheim first reported a position in USB in Q1 2020 and held it in 4 quarters. The position peaked at $787M in Q4 2020. 1,629 funds tracked by Wall St. Rank hold USB as of Q1 2021.

  • Daniel Sundheim reported no remaining US Bancorp position as of Q1 2021 after selling out during the quarter.
  • Daniel Sundheim sold 16,890,419 US Bancorp shares in Q1 2021, an estimated $787M.
  • Daniel Sundheim first reported a position in US Bancorp in Q1 2020 and held it in 4 quarters.
  • Daniel Sundheim's US Bancorp position peaked at $787M in Q4 2020.
  • 1,629 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on D1 Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.