LifePlan Financial Group’s US Bancorp USB Stock Holding History

LifePlan Financial 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
2020 Q3	$213K	Hold	5,952	–	–	0.09%	127
2020 Q2	$219K	Buy	5,952 +5,440	+1,063%	+$194K	0.1%	115
2020 Q1	$18K	Hold	512	–	–	0.01%	329
2019 Q4	$30K	Hold	512	–	–	0.01%	301
2019 Q3	$28K	Hold	512	–	–	0.01%	305
2019 Q2	$27K	Hold	512	–	–	0.01%	302
2019 Q1	$25K	Hold	512	–	–	0.01%	328
2018 Q4	$23K	Hold	512	–	–	0.01%	315
2018 Q3	$27K	Hold	512	–	–	0.01%	310
2018 Q2	$26K	Sell	512 -22	-4%	-$1.12K	0.01%	309
2018 Q1	$27K	Buy	+534	New	+$29.2K	0.02%	291
2014 Q2	–	Sell	-800	Closed	-$34K	–	209
2014 Q1	$34K	Buy	+800	New	+$32.9K	0.03%	130

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's USB Position: Q3 2020 in Review

LifePlan Financial Group held its US Bancorp (USB) position steady in Q3 2020 at 5,952 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #127.

LifePlan Financial Group first reported a position in USB in Q1 2014 and has held it in 12 quarters since. The position peaked at $219K in Q2 2020. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

LifePlan Financial Group held 5,952 shares of US Bancorp worth $213K as of Q3 2020.
LifePlan Financial Group left its US Bancorp share count unchanged in Q3 2020.
US Bancorp made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #127 holding.
LifePlan Financial Group first reported a position in US Bancorp in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's US Bancorp position peaked at $219K in Q2 2020.
1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.