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Epstein & White Financial’s US Bancorp USB Stock Holding History

Epstein & White Financial’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
-6,990
Closed -$245K – 83
2020
Q1 		$245K Sell
6,990
-120
-2% -$5.78K 0.1% 58
2019
Q4 		$425K Buy
7,110
+262
+4% +$15.1K 0.19% 45
2019
Q3 		$380K Buy
+6,848
New +$370K 0.19% 50

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

Epstein & White Financial's USB Position: Q2 2020 in Review

Epstein & White Financial sold out of US Bancorp (USB) in Q2 2020, closing a stake of 6,990 shares — an estimated $245K sold.

Epstein & White Financial first reported a position in USB in Q3 2019 and held it in 3 quarters. The position peaked at $425K in Q4 2019. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Epstein & White Financial reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Epstein & White Financial sold 6,990 US Bancorp shares in Q2 2020, an estimated $245K.
  • Epstein & White Financial first reported a position in US Bancorp in Q3 2019 and held it in 3 quarters.
  • Epstein & White Financial's US Bancorp position peaked at $425K in Q4 2019.
  • 1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Epstein & White Financial's 13F filing for Q2 2020, filed 22 Jul 2020.