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Lehman & Derafelo Financial Resources’s US Bancorp USB Stock Holding History

Lehman & Derafelo Financial Resources’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
-3,860
Closed -$229K – 211
2019
Q4 		$229K Buy
3,860
+6
+0.2% +$347 0.08% 90
2019
Q3 		$213K Hold
3,854
– – 0.08% 91
2019
Q2 		$207K Sell
3,854
-300
-7% -$15.5K 0.08% 95
2019
Q1 		$200K Buy
+4,154
New +$208K 0.09% 93

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

Lehman & Derafelo Financial Resources's USB Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of US Bancorp (USB) in Q1 2020, closing a stake of 3,860 shares — an estimated $229K sold.

Lehman & Derafelo Financial Resources first reported a position in USB in Q1 2019 and held it in 4 quarters. The position peaked at $229K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Lehman & Derafelo Financial Resources reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 3,860 US Bancorp shares in Q1 2020, an estimated $229K.
  • Lehman & Derafelo Financial Resources first reported a position in US Bancorp in Q1 2019 and held it in 4 quarters.
  • Lehman & Derafelo Financial Resources's US Bancorp position peaked at $229K in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.