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Lourd Capital’s US Bancorp USB Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-143,748
Closed -$6.57M – 283
2018
Q4 		$6.57M Sell
143,748
-192
-0.1% -$9.88K 0.51% 13
2018
Q3 		$7.6M Sell
143,940
-114
-0.1% -$6.04K 0.49% 12
2018
Q2 		$7.21M Buy
144,054
+274
+0.2% +$13.9K 1.01% 11
2018
Q1 		$7.26M Buy
143,780
+22
+0% +$1.2K 0.98% 12
2017
Q4 		$7.7M Buy
+143,758
New +$7.74M 0.5% 12

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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

Lourd Capital's USB Position: Q1 2019 in Review

Lourd Capital sold out of US Bancorp (USB) in Q1 2019, closing a stake of 143,748 shares — an estimated $6.57M sold.

Lourd Capital first reported a position in USB in Q4 2017 and held it in 5 quarters. The position peaked at $7.7M in Q4 2017. 1,531 funds tracked by Wall St. Rank hold USB as of Q1 2019.

  • Lourd Capital reported no remaining US Bancorp position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 143,748 US Bancorp shares in Q1 2019, an estimated $6.57M.
  • Lourd Capital first reported a position in US Bancorp in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's US Bancorp position peaked at $7.7M in Q4 2017.
  • 1,531 funds tracked by Wall St. Rank held US Bancorp as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.