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PagnatoKarp Partners’s US Bancorp USB Stock Holding History

PagnatoKarp Partners’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
-6,498
Closed -$388K – 188
2019
Q4 		$388K Sell
6,498
-49
-0.7% -$2.83K 0.07% 136
2019
Q3 		$365K Sell
6,547
-80
-1% -$4.32K 0.07% 133
2019
Q2 		$350K Sell
6,627
-214
-3% -$11K 0.07% 135
2019
Q1 		$332K Sell
6,841
-109
-2% -$5.47K 0.07% 127
2018
Q4 		$320K Sell
6,950
-431
-6% -$22.2K 0.07% 108
2018
Q3 		$392K Buy
7,381
+444
+6% +$23.5K 0.12% 107
2018
Q2 		$349K Buy
6,937
+1,066
+18% +$54.1K 0.11% 103
2018
Q1 		$2.98M Buy
+5,871
New +$321K 1.26% 19

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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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