MIM
USB icon

Midwest Investment Management’s US Bancorp USB Stock Holding History

Midwest Investment 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
2017
Q3 		$3.69M Sell
68,950
-2,507
-4% -$131K 3.04% 9
2017
Q2 		$3.71M Sell
71,457
-3,801
-5% -$196K 3.13% 10
2017
Q1 		$3.88M Sell
75,258
-1,985
-3% -$106K 3.31% 9
2016
Q4 		$3.97M Sell
77,243
-2,872
-4% -$137K 3.41% 7
2016
Q3 		$3.44M Sell
80,115
-3,425
-4% -$145K 2.98% 10
2016
Q2 		$3.37M Buy
83,540
+2,008
+2% +$83.6K 2.75% 12
2016
Q1 		$3.31M Buy
81,532
+920
+1% +$36.7K 2.67% 11
2015
Q4 		$3.44M Sell
80,612
-1,998
-2% -$85.4K 2.92% 11
2015
Q3 		$3.39M Sell
82,610
-2,025
-2% -$87.7K 2.88% 8
2015
Q2 		$3.67M Sell
84,635
-815
-1% -$35.6K 2.82% 6
2015
Q1 		$3.73M Sell
85,450
-1,600
-2% -$70.1K 2.83% 6
2014
Q4 		$3.91M Buy
87,050
+115
+0.1% +$4.95K 2.84% 7
2014
Q3 		$3.64M Sell
86,935
-882
-1% -$37.3K 2.71% 9
2014
Q2 		$3.8M Buy
87,817
+17,555
+25% +$733K 2.78% 8
2014
Q1 		$3.01M Sell
70,262
-1,012
-1% -$41.6K 2.25% 14
2013
Q4 		$2.88M Sell
71,274
-13
-0% -$499 2.15% 13
2013
Q3 		$2.61M Buy
71,287
+206
+0.3% +$7.63K 2.19% 13
2013
Q2 		$2.57M Buy
+71,081
New +$2.44M 2.61% 10

Other funds holding USB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return