EAMA
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EFG Asset Management (Americas)’s US Bancorp USB Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-20,668
Closed -$712K – 132
2020
Q1 		$712K Buy
20,668
+1,531
+8% +$73.8K 0.23% 95
2019
Q4 		$1.14M Buy
19,137
+12,510
+189% +$723K 0.3% 88
2019
Q3 		$367K Buy
+6,627
New +$358K 0.11% 100
2019
Q2 		– Sell
-8,234
Closed -$397K – 122
2019
Q1 		$397K Buy
8,234
+62
+0.8% +$3.11K 0.12% 100
2018
Q4 		$373K Sell
8,172
-268
-3% -$13.8K 0.13% 91
2018
Q3 		$446K Sell
8,440
-1,944
-19% -$103K 0.13% 93
2018
Q2 		$519K Sell
10,384
-1,173
-10% -$59.5K 0.16% 97
2018
Q1 		$584K Sell
11,557
-26,725
-70% -$1.46M 0.24% 86
2017
Q4 		$2.05M Sell
38,282
-5,106
-12% -$275K 0.74% 39
2017
Q3 		$2.33M Buy
43,388
+1,138
+3% +$59.5K 0.88% 36
2017
Q2 		$2.19M Buy
42,250
+138
+0.3% +$7.11K 0.83% 36
2017
Q1 		$2.17M Buy
42,112
+3,096
+8% +$165K 0.84% 32
2016
Q4 		$2M Buy
+39,016
New +$1.86M 0.87% 36

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFG Asset Management (Americas)'s USB Position: Q2 2020 in Review

EFG Asset Management (Americas) sold out of US Bancorp (USB) in Q2 2020, closing a stake of 20,668 shares — an estimated $712K sold.

EFG Asset Management (Americas) first reported a position in USB in Q4 2016 and held it in 13 quarters. The position peaked at $2.33M in Q3 2017. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • EFG Asset Management (Americas) reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 20,668 US Bancorp shares in Q2 2020, an estimated $712K.
  • EFG Asset Management (Americas) first reported a position in US Bancorp in Q4 2016 and held it in 13 quarters.
  • EFG Asset Management (Americas)'s US Bancorp position peaked at $2.33M in Q3 2017.
  • 1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2020, filed 30 Jul 2020.