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Enlightenment Research’s US Bancorp USB Stock Holding History

Enlightenment Research’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
Q2 		– Sell
-11,600
Closed -$617K – 183
2022
Q1 		$617K Buy
+11,600
New +$667K 0.82% 31
2020
Q1 		– Sell
-6,200
Closed -$368K – 196
2019
Q4 		$368K Buy
6,200
+1,200
+24% +$69.4K 1.72% 16
2019
Q3 		$277K Sell
5,000
-900
-15% -$48.6K 0.61% 63
2019
Q2 		$309K Sell
5,900
-6,300
-52% -$325K 0.16% 169
2019
Q1 		$588K Sell
12,200
-8,695
-42% -$436K 1.14% 26
2018
Q4 		$955K Buy
+20,895
New +$1.08M 1.19% 11

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Enlightenment Research's USB Position: Q2 2022 in Review

Enlightenment Research sold out of US Bancorp (USB) in Q2 2022, closing a stake of 11,600 shares — an estimated $617K sold.

Enlightenment Research first reported a position in USB in Q4 2018 and held it in 6 quarters. The position peaked at $955K in Q4 2018. 1,685 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Enlightenment Research reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 11,600 US Bancorp shares in Q2 2022, an estimated $617K.
  • Enlightenment Research first reported a position in US Bancorp in Q4 2018 and held it in 6 quarters.
  • Enlightenment Research's US Bancorp position peaked at $955K in Q4 2018.
  • 1,685 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.