MD Financial Management’s US Bancorp USB Stock Holding History

MD Financial Management’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
2021 Q2	–	Sell	-53,400	Closed	-$2.95M	–	380
2021 Q1	$2.95M	Buy	+53,400	New	+$2.67M	0.09%	88

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

MD Financial Management's USB Position: Q2 2021 in Review

MD Financial Management sold out of US Bancorp (USB) in Q2 2021, closing a stake of 53,400 shares — an estimated $2.95M sold.

MD Financial Management first reported a position in USB in Q1 2021 and held it in 1 quarter. The position peaked at $2.95M in Q1 2021. 1,649 funds tracked by Wall St. Rank hold USB as of Q2 2021.

MD Financial Management reported no remaining US Bancorp position as of Q2 2021 after selling out during the quarter.
MD Financial Management sold 53,400 US Bancorp shares in Q2 2021, an estimated $2.95M.
MD Financial Management first reported a position in US Bancorp in Q1 2021 and held it in 1 quarter.
MD Financial Management's US Bancorp position peaked at $2.95M in Q1 2021.
1,649 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on MD Financial Management's 13F filing for Q2 2021, filed 21 Jul 2021.