LFR
USB icon

Lehman Financial Resources’s US Bancorp USB Stock Holding History

Lehman 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
2018
Q3 		$219K Buy
+4,154
New +$220K 0.1% 92
2015
Q4 		– Sell
-2,500
Closed -$102K – 332
2015
Q3 		$102K Hold
2,500
– – 0.05% 87
2015
Q2 		$108K Hold
2,500
– – 0.05% 88
2015
Q1 		$109K Buy
+2,500
New +$109K 0.05% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's USB Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in US Bancorp (USB) in Q3 2018: 4,154 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in USB as recently as Q3 2015.

Lehman Financial Resources first reported a position in USB in Q1 2015 and has held it in 4 quarters since. 1,453 funds tracked by Wall St. Rank hold USB as of Q3 2018.

  • Lehman Financial Resources held 4,154 shares of US Bancorp worth $219K as of Q3 2018.
  • US Bancorp was a new Lehman Financial Resources position in Q3 2018.
  • US Bancorp made up 0.1% of Lehman Financial Resources's portfolio in Q3 2018, its #92 holding.
  • Lehman Financial Resources first reported a position in US Bancorp in Q1 2015 and has held it in 4 quarters since.
  • 1,453 funds tracked by Wall St. Rank held US Bancorp as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.