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Kirr Marbach & Co’s US Bancorp USB Stock Holding History

Kirr Marbach & Co’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
-3,686
Closed -$207K – 59
2021
Q4 		$207K Hold
3,686
– – 0.05% 54
2021
Q3 		$219K Hold
3,686
– – 0.06% 54
2021
Q2 		$210K Hold
3,686
– – 0.06% 53
2021
Q1 		$204K Buy
+3,686
New +$184K 0.06% 55
2020
Q1 		– Sell
-3,686
Closed -$219K – 63
2019
Q4 		$219K Hold
3,686
– – 0.05% 50
2019
Q3 		$204K Buy
+3,686
New +$199K 0.05% 52

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

Kirr Marbach & Co's USB Position: Q1 2022 in Review

Kirr Marbach & Co sold out of US Bancorp (USB) in Q1 2022, closing a stake of 3,686 shares — an estimated $207K sold.

Kirr Marbach & Co first reported a position in USB in Q3 2019 and held it in 6 quarters. The position peaked at $219K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Kirr Marbach & Co reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Kirr Marbach & Co sold 3,686 US Bancorp shares in Q1 2022, an estimated $207K.
  • Kirr Marbach & Co first reported a position in US Bancorp in Q3 2019 and held it in 6 quarters.
  • Kirr Marbach & Co's US Bancorp position peaked at $219K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Kirr Marbach & Co's 13F filing for Q1 2022, filed 3 May 2022.