Great Diamond Partners’s US Bancorp USB Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-893	Closed	-$52K	–	577
2019 Q4	$52K	Buy	+893	New	+$51.6K	0.02%	295

Other funds holding USB

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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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Great Diamond Partners's USB Position: Q1 2020 in Review

Great Diamond Partners sold out of US Bancorp (USB) in Q1 2020, closing a stake of 893 shares — an estimated $52K sold.

Great Diamond Partners first reported a position in USB in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

Great Diamond Partners reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 893 US Bancorp shares in Q1 2020, an estimated $52K.
Great Diamond Partners first reported a position in US Bancorp in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's US Bancorp position peaked at $52K in Q4 2019.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.