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Hotaling Investment Management’s US Bancorp USB Stock Holding History

Hotaling Investment Management’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
-6,099
Closed -$362K – 118
2019
Q4 		$362K Buy
6,099
+403
+7% +$23.3K 0.21% 84
2019
Q3 		$315K Hold
5,696
– – 0.2% 83
2019
Q2 		$298K Sell
5,696
-150
-3% -$7.73K 0.19% 93
2019
Q1 		$282K Sell
5,846
-360
-6% -$18.1K 0.19% 94
2018
Q4 		$284K Buy
+6,206
New +$319K 0.23% 90

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

Hotaling Investment Management's USB Position: Q1 2020 in Review

Hotaling Investment Management sold out of US Bancorp (USB) in Q1 2020, closing a stake of 6,099 shares — an estimated $362K sold.

Hotaling Investment Management first reported a position in USB in Q4 2018 and held it in 5 quarters. The position peaked at $362K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Hotaling Investment Management reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 6,099 US Bancorp shares in Q1 2020, an estimated $362K.
  • Hotaling Investment Management first reported a position in US Bancorp in Q4 2018 and held it in 5 quarters.
  • Hotaling Investment Management's US Bancorp position peaked at $362K in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Hotaling Investment Management's 13F filing for Q1 2020, filed 8 Apr 2020.