Echo Street Capital Management’s US Bancorp USB Stock Holding History

Echo Street Capital 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
2022 Q4	–	Sell	-11,087	Closed	-$447K	–	658
2022 Q3	$447K	Sell	11,087 -947	-8%	-$43.8K	﹤0.01%	299
2022 Q2	$554K	Buy	+12,034	New	+$601K	0.01%	292
2022 Q1	–	Sell	-20,815	Closed	-$1.17M	–	752
2021 Q4	$1.17M	Buy	+20,815	New	+$1.23M	0.01%	214
2015 Q3	–	Sell	-154,609	Closed	-$6.71M	–	216
2015 Q2	$6.71M	Buy	+154,609	New	+$6.76M	0.3%	98
2013 Q3	–	Sell	-336,652	Closed	-$12.2M	–	68
2013 Q2	$12.2M	Buy	+336,652	New	+$11.6M	1.85%	22

Other funds holding USB

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

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Echo Street Capital Management's USB Position: Q4 2022 in Review

Echo Street Capital Management sold out of US Bancorp (USB) in Q4 2022, closing a stake of 11,087 shares — an estimated $447K sold.

Echo Street Capital Management first reported a position in USB in Q2 2013 and held it in 5 quarters. The position peaked at $12.2M in Q2 2013. 1,742 funds tracked by Wall St. Rank hold USB as of Q4 2022.

Echo Street Capital Management reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 11,087 US Bancorp shares in Q4 2022, an estimated $447K.
Echo Street Capital Management first reported a position in US Bancorp in Q2 2013 and held it in 5 quarters.
Echo Street Capital Management's US Bancorp position peaked at $12.2M in Q2 2013.
1,742 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.