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Kings Point Capital Management’s US Bancorp USB Stock Holding History

Kings Point 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 		$144K Buy
2,708
+143
+6% +$8.22K 0.01% 229
2021
Q4 		$144K Hold
2,565
– – 0.01% 254
2021
Q3 		$152K Buy
2,565
+470
+22% +$26.8K 0.01% 230
2021
Q2 		$119K Hold
2,095
– – 0.01% 254
2021
Q1 		$116K Sell
2,095
-1,000
-32% -$49.9K 0.01% 249
2020
Q4 		$144K Sell
3,095
-2,546
-45% -$108K 0.02% 211
2020
Q3 		$202K Buy
5,641
+1,700
+43% +$62.2K 0.03% 175
2020
Q2 		$145K Sell
3,941
-4,086
-51% -$146K 0.02% 185
2020
Q1 		$277K Sell
8,027
-403
-5% -$19.4K 0.05% 134
2019
Q4 		$500K Hold
8,430
– – 0.07% 125
2019
Q3 		$467K Hold
8,430
– – 0.08% 124
2019
Q2 		$442K Hold
8,430
– – 0.08% 110
2019
Q1 		$406K Hold
8,430
– – 0.08% 107
2018
Q4 		$385K Hold
8,430
– – 0.09% 106
2018
Q3 		$445K Hold
8,430
– – 0.08% 116
2018
Q2 		$422K Hold
8,430
– – 0.08% 122
2018
Q1 		$426K Sell
8,430
-1,951
-19% -$107K 0.09% 117
2017
Q4 		$556K Buy
10,381
+103
+1% +$5.54K 0.12% 105
2017
Q3 		$551K Buy
10,278
+300
+3% +$15.7K 0.12% 98
2017
Q2 		$518K Hold
9,978
– – 0.12% 103
2017
Q1 		$514K Hold
9,978
– – 0.12% 99
2016
Q4 		$513K Buy
9,978
+8,883
+811% +$422K 0.13% 94
2016
Q3 		$47K Hold
1,095
– – 0.01% 186
2016
Q2 		$44K Hold
1,095
– – 0.01% 196
2016
Q1 		$44K Hold
1,095
– – 0.01% 189
2015
Q4 		$47K Hold
1,095
– – 0.01% 204
2015
Q3 		$45K Sell
1,095
-448
-29% -$19.4K 0.01% 224
2015
Q2 		$67K Hold
1,543
– – 0.02% 188
2015
Q1 		$67K Hold
1,543
– – 0.02% 188
2014
Q4 		$69K Buy
1,543
+448
+41% +$19.3K 0.02% 175
2014
Q3 		$46K Hold
1,095
– – 0.01% 190
2014
Q2 		$47K Hold
1,095
– – 0.01% 185
2014
Q1 		$47K Buy
+1,095
New +$45K 0.02% 179

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

Kings Point Capital Management's USB Position: Q1 2022 in Review

Kings Point Capital Management increased its US Bancorp (USB) stake by 5.6% in Q1 2022, buying an estimated $8.22K and bringing the position to 2,708 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #229.

Kings Point Capital Management first reported a position in USB in Q1 2014 and has held it in 33 quarters since. The position peaked at $556K in Q4 2017. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Kings Point Capital Management held 2,708 shares of US Bancorp worth $144K as of Q1 2022.
  • Kings Point Capital Management bought 143 US Bancorp shares in Q1 2022, an estimated $8.22K.
  • US Bancorp made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #229 holding.
  • Kings Point Capital Management first reported a position in US Bancorp in Q1 2014 and has held it in 33 quarters since.
  • Kings Point Capital Management's US Bancorp position peaked at $556K in Q4 2017.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.