KIG
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Kovitz Investment Group’s US Bancorp USB Stock Holding History

Kovitz Investment 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
2014
Q1 		– Sell
-6,136
Closed -$248K – 123
2013
Q4 		$248K Buy
+6,136
New +$235K 0.01% 110

Other funds holding USB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Kovitz Investment Group's USB Position: Q1 2014 in Review

Kovitz Investment Group sold out of US Bancorp (USB) in Q1 2014, closing a stake of 6,136 shares — an estimated $248K sold.

Kovitz Investment Group first reported a position in USB in Q4 2013 and held it in 1 quarter. The position peaked at $248K in Q4 2013. 1,126 funds tracked by Wall St. Rank hold USB as of Q1 2014.

  • Kovitz Investment Group reported no remaining US Bancorp position as of Q1 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 6,136 US Bancorp shares in Q1 2014, an estimated $248K.
  • Kovitz Investment Group first reported a position in US Bancorp in Q4 2013 and held it in 1 quarter.
  • Kovitz Investment Group's US Bancorp position peaked at $248K in Q4 2013.
  • 1,126 funds tracked by Wall St. Rank held US Bancorp as of Q1 2014.

Based on Kovitz Investment Group's 13F filing for Q1 2014, filed 15 May 2014.