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Marvin & Palmer Associates’s US Bancorp USB Stock Holding History

Marvin & Palmer Associates’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
-98,611
Closed -$5.85M – 36
2019
Q4 		$5.85M Buy
+98,611
New +$5.7M 3.45% 20

Other funds holding USB

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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

Marvin & Palmer Associates's USB Position: Q1 2020 in Review

Marvin & Palmer Associates sold out of US Bancorp (USB) in Q1 2020, closing a stake of 98,611 shares — an estimated $5.85M sold.

Marvin & Palmer Associates first reported a position in USB in Q4 2019 and held it in 1 quarter. The position peaked at $5.85M in Q4 2019. 1,446 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Marvin & Palmer Associates reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Marvin & Palmer Associates sold 98,611 US Bancorp shares in Q1 2020, an estimated $5.85M.
  • Marvin & Palmer Associates first reported a position in US Bancorp in Q4 2019 and held it in 1 quarter.
  • Marvin & Palmer Associates's US Bancorp position peaked at $5.85M in Q4 2019.
  • 1,446 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Marvin & Palmer Associates's 13F filing for Q1 2020, filed 12 May 2020.