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DC Investments Management’s US Bancorp USB Stock Holding History

DC Investments 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
-6,985
Closed -$257K – 289
2020
Q2 		$257K Sell
6,985
-4,449
-39% -$159K 0.09% 266
2020
Q1 		$394K Buy
11,434
+1,016
+10% +$49K 0.32% 115
2019
Q4 		$618K Buy
10,418
+32
+0.3% +$1.85K 0.47% 41
2019
Q3 		$575K Sell
10,386
-455
-4% -$24.6K 0.33% 83
2019
Q2 		$568K Sell
10,841
-615
-5% -$31.7K 0.32% 110
2019
Q1 		$552K Hold
11,456
– – 0.35% 130
2018
Q4 		$524K Buy
11,456
+1,262
+12% +$65K 0.43% 110
2018
Q3 		$538K Sell
10,194
-114
-1% -$6.04K 0.36% 126
2018
Q2 		$516K Buy
+10,308
New +$523K 0.33% 188

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

DC Investments Management's USB Position: Q3 2020 in Review

DC Investments Management sold out of US Bancorp (USB) in Q3 2020, closing a stake of 6,985 shares — an estimated $257K sold.

DC Investments Management first reported a position in USB in Q2 2018 and held it in 9 quarters. The position peaked at $618K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • DC Investments Management reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 6,985 US Bancorp shares in Q3 2020, an estimated $257K.
  • DC Investments Management first reported a position in US Bancorp in Q2 2018 and held it in 9 quarters.
  • DC Investments Management's US Bancorp position peaked at $618K in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.