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Elkhorn Investments’s US Bancorp USB Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.91M Buy
35,441
+10,188
+40% +$548K 1% 51
2017
Q3 		$1.35M Buy
25,253
+3,009
+14% +$157K 1.01% 43
2017
Q2 		$1.18M Buy
+22,244
New +$1.15M 0.92% 75

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Elkhorn Investments's USB Position: Q4 2017 in Review

Elkhorn Investments increased its US Bancorp (USB) stake by 40% in Q4 2017, buying an estimated $548K and bringing the position to 35,441 shares worth $1.91M. The position accounts for 1% of the portfolio, ranked #51.

Elkhorn Investments first reported a position in USB in Q2 2017 and has held it in 3 quarters since. 1,462 funds tracked by Wall St. Rank hold USB as of Q4 2017.

  • Elkhorn Investments held 35,441 shares of US Bancorp worth $1.91M as of Q4 2017.
  • Elkhorn Investments bought 10,188 US Bancorp shares in Q4 2017, an estimated $548K.
  • US Bancorp made up 1% of Elkhorn Investments's portfolio in Q4 2017, its #51 holding.
  • Elkhorn Investments first reported a position in US Bancorp in Q2 2017 and has held it in 3 quarters since.
  • 1,462 funds tracked by Wall St. Rank held US Bancorp as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.