JIM
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Jupiter Investment Management’s US Bancorp USB Stock Holding History

Jupiter 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
-7,049
Closed -$417K – 495
2019
Q4 		$417K Buy
+7,049
New +$408K 0.01% 372
2015
Q2 		– Sell
-39,400
Closed -$1.72M – 377
2015
Q1 		$1.72M Buy
+39,400
New +$1.73M 0.05% 175
2013
Q4 		– Sell
-82,909
Closed -$3.03M – 409
2013
Q3 		$3.03M Sell
82,909
-12,291
-13% -$455K 0.29% 130
2013
Q2 		$3.44M Buy
+95,200
New +$3.27M 0.41% 105

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

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

Jupiter Investment Management sold out of US Bancorp (USB) in Q1 2020, closing a stake of 7,049 shares — an estimated $417K sold.

Jupiter Investment Management first reported a position in USB in Q2 2013 and held it in 4 quarters. The position peaked at $3.44M in Q2 2013. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Jupiter Investment Management reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 7,049 US Bancorp shares in Q1 2020, an estimated $417K.
  • Jupiter Investment Management first reported a position in US Bancorp in Q2 2013 and held it in 4 quarters.
  • Jupiter Investment Management's US Bancorp position peaked at $3.44M in Q2 2013.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.