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Newman Dignan & Sheerar Inc’s US Bancorp USB Stock Holding History

Newman Dignan & Sheerar Inc’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
-12,372
Closed -$412K – 151
2020
Q1 		$412K Sell
12,372
-5,149
-29% -$248K 0.22% 89
2019
Q4 		$1.04M Sell
17,521
-200
-1% -$11.6K 0.11% 61
2019
Q3 		$981K Hold
17,721
– – 0.46% 59
2019
Q2 		$929K Hold
17,721
– – 0.42% 61
2019
Q1 		$854K Sell
17,721
-600
-3% -$30.1K 0.34% 66
2018
Q4 		$837K Sell
18,321
-424
-2% -$21.8K 0.07% 64
2018
Q3 		$1M Sell
18,745
-222
-1% -$11.8K 0.44% 59
2018
Q2 		$949K Buy
18,967
+450
+2% +$22.8K 0.06% 57
2018
Q1 		$943K Sell
18,517
-350
-2% -$19.1K 0.48% 56
2017
Q4 		$1.01M Hold
18,867
– – 0.51% 56
2017
Q3 		$1.01M Sell
18,867
-150
-0.8% -$7.85K 0.54% 55
2017
Q2 		$987K Sell
19,017
-300
-2% -$15.5K 0.55% 56
2017
Q1 		$995K Sell
19,317
-300
-2% -$16K 0.44% 55
2016
Q4 		$1.01M Sell
19,617
-400
-2% -$19K 0.61% 48
2016
Q3 		$858K Hold
20,017
– – 0.54% 55
2016
Q2 		$807K Sell
20,017
-4,900
-20% -$204K 0.5% 58
2016
Q1 		$1.01M Sell
24,917
-230
-0.9% -$9.18K 0.74% 38
2015
Q4 		$1.07M Sell
25,147
-105
-0.4% -$4.49K 0.76% 40
2015
Q3 		$1.04M Hold
25,252
– – 0.67% 32
2015
Q2 		$1.1M Buy
25,252
+100
+0.4% +$4.37K 0.79% 37
2015
Q1 		$1.1M Sell
25,152
-1,950
-7% -$85.4K 0.78% 38
2014
Q4 		$1.22M Hold
27,102
– – 0.73% 33
2014
Q3 		$1.13M Buy
27,102
+247
+0.9% +$10.4K 0.85% 33
2014
Q2 		$1.16M Sell
26,855
-5,900
-18% -$246K 0.66% 41
2014
Q1 		$1.4M Sell
32,755
-300
-0.9% -$12.3K 1% 28
2013
Q4 		$1.33M Buy
33,055
+1,105
+3% +$42.4K 0.94% 27
2013
Q3 		$1.17M Buy
31,950
+1,685
+6% +$62.4K 0.91% 35
2013
Q2 		$1.09M Buy
+30,265
New +$1.04M 0.08% 34

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Newman Dignan & Sheerar Inc's USB Position: Q2 2020 in Review

Newman Dignan & Sheerar Inc sold out of US Bancorp (USB) in Q2 2020, closing a stake of 12,372 shares — an estimated $412K sold.

Newman Dignan & Sheerar Inc first reported a position in USB in Q2 2013 and held it in 28 quarters. The position peaked at $1.4M in Q1 2014. 1,430 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Newman Dignan & Sheerar Inc reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 12,372 US Bancorp shares in Q2 2020, an estimated $412K.
  • Newman Dignan & Sheerar Inc first reported a position in US Bancorp in Q2 2013 and held it in 28 quarters.
  • Newman Dignan & Sheerar Inc's US Bancorp position peaked at $1.4M in Q1 2014.
  • 1,430 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2020, filed 6 Aug 2020.