HFRG
USB icon

Houlihan Financial Resource Group’s US Bancorp USB Stock Holding History

Houlihan Financial Resource Group’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
Q3 		$204K Buy
+4,669
New +$171K 0.12% 97
2020
Q1 		– Sell
-4,399
Closed -$261K – 94
2019
Q4 		$261K Buy
+4,399
New +$254K 0.17% 82

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Houlihan Financial Resource Group's USB Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in US Bancorp (USB) in Q3 2020: 4,669 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in USB as recently as Q4 2019.

Houlihan Financial Resource Group first reported a position in USB in Q4 2019 and has held it in 2 quarters since. The position peaked at $261K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Houlihan Financial Resource Group held 4,669 shares of US Bancorp worth $204K as of Q3 2020.
  • US Bancorp was a new Houlihan Financial Resource Group position in Q3 2020.
  • US Bancorp made up 0.12% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #97 holding.
  • Houlihan Financial Resource Group first reported a position in US Bancorp in Q4 2019 and has held it in 2 quarters since.
  • Houlihan Financial Resource Group's US Bancorp position peaked at $261K in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.