KCM
USB icon

Karp Capital Management’s US Bancorp USB Stock Holding History

Karp Capital 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
2022
Q1 		– Sell
-5,919
Closed -$332K – 164
2021
Q4 		$332K Buy
5,919
+922
+18% +$54.5K 0.04% 117
2021
Q3 		$297K Sell
4,997
-680
-12% -$38.7K 0.04% 139
2021
Q2 		$323K Hold
5,677
– – 0.05% 135
2021
Q1 		$314K Buy
+5,677
New +$284K 0.06% 111
2015
Q4 		– Sell
-3,900
Closed -$160K – 279
2015
Q3 		$160K Buy
3,900
+500
+15% +$21.7K 0.11% 99
2015
Q2 		$148K Hold
3,400
– – 0.1% 108
2015
Q1 		$148K Sell
3,400
-1,500
-31% -$65.7K 0.1% 112
2014
Q4 		$220K Buy
+4,900
New +$211K 0.16% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Karp Capital Management's USB Position: Q1 2022 in Review

Karp Capital Management sold out of US Bancorp (USB) in Q1 2022, closing a stake of 5,919 shares — an estimated $332K sold.

Karp Capital Management first reported a position in USB in Q4 2014 and held it in 8 quarters. The position peaked at $332K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Karp Capital Management reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Karp Capital Management sold 5,919 US Bancorp shares in Q1 2022, an estimated $332K.
  • Karp Capital Management first reported a position in US Bancorp in Q4 2014 and held it in 8 quarters.
  • Karp Capital Management's US Bancorp position peaked at $332K in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.