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Mountain Lake Investment Management’s US Bancorp USB Stock Holding History

Mountain Lake 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
2020
Q2 		– Sell
-67,500
Closed -$2.33M – 34
2020
Q1 		$2.33M Buy
+67,500
New +$3.25M 2.26% 13
2019
Q1 		– Sell
-48,000
Closed -$2.19M – 29
2018
Q4 		$2.19M Buy
+48,000
New +$2.47M 1.2% 16
2017
Q3 		– Sell
-115,000
Closed -$5.97M – 35
2017
Q2 		$5.97M Hold
115,000
– – 2.35% 14
2017
Q1 		$5.92M Sell
115,000
-35,000
-23% -$1.87M 2.46% 15
2016
Q4 		$7.71M Sell
150,000
-50,000
-25% -$2.38M 2.85% 11
2016
Q3 		$8.58M Buy
200,000
+5,000
+3% +$212K 3.14% 11
2016
Q2 		$7.86M Buy
195,000
+40,000
+26% +$1.66M 4.74% 8
2016
Q1 		$6.29M Buy
155,000
+2,500
+2% +$99.8K 4.32% 10
2015
Q4 		$6.51M Buy
152,500
+10,000
+7% +$427K 4.67% 10
2015
Q3 		$5.84M Buy
142,500
+27,500
+24% +$1.19M 4.71% 10
2015
Q2 		$4.99M Buy
115,000
+7,841
+7% +$343K 4.36% 10
2015
Q1 		$4.68M Buy
+107,159
New +$4.69M 4.83% 10
2014
Q1 		– Sell
-77,669
Closed -$3.14M – 42
2013
Q4 		$3.14M Sell
77,669
-90,842
-54% -$3.48M 2.16% 19
2013
Q3 		$6.16M Sell
168,511
-29,008
-15% -$1.07M 4.28% 8
2013
Q2 		$7.14M Buy
+197,519
New +$6.78M 5.34% 8

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

Mountain Lake Investment Management's USB Position: Q2 2020 in Review

Mountain Lake Investment Management sold out of US Bancorp (USB) in Q2 2020, closing a stake of 67,500 shares — an estimated $2.33M sold.

Mountain Lake Investment Management first reported a position in USB in Q2 2013 and held it in 15 quarters. The position peaked at $8.58M in Q3 2016. 1,429 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Mountain Lake Investment Management reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Mountain Lake Investment Management sold 67,500 US Bancorp shares in Q2 2020, an estimated $2.33M.
  • Mountain Lake Investment Management first reported a position in US Bancorp in Q2 2013 and held it in 15 quarters.
  • Mountain Lake Investment Management's US Bancorp position peaked at $8.58M in Q3 2016.
  • 1,429 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Mountain Lake Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.