PCM
USB icon

Palouse Capital Management’s US Bancorp USB Stock Holding History

Palouse Capital 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
2019
Q4 		– Sell
-80,297
Closed -$4.44M – 102
2019
Q3 		$4.44M Buy
80,297
+367
+0.5% +$19.8K 1.65% 27
2019
Q2 		$4.19M Sell
79,930
-260
-0.3% -$13.4K 1.51% 28
2019
Q1 		$3.86M Buy
80,190
+9,582
+14% +$481K 1.49% 33
2018
Q4 		$3.23M Sell
70,608
-2,058
-3% -$106K 1.28% 42
2018
Q3 		$3.84M Buy
72,666
+2
+0% +$106 1.34% 37
2018
Q2 		$3.63M Buy
+72,664
New +$3.69M 1.23% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Palouse Capital Management's USB Position: Q4 2019 in Review

Palouse Capital Management sold out of US Bancorp (USB) in Q4 2019, closing a stake of 80,297 shares — an estimated $4.44M sold.

Palouse Capital Management first reported a position in USB in Q2 2018 and held it in 6 quarters. The position peaked at $4.44M in Q3 2019. 1,686 funds tracked by Wall St. Rank hold USB as of Q4 2019.

  • Palouse Capital Management reported no remaining US Bancorp position as of Q4 2019 after selling out during the quarter.
  • Palouse Capital Management sold 80,297 US Bancorp shares in Q4 2019, an estimated $4.44M.
  • Palouse Capital Management first reported a position in US Bancorp in Q2 2018 and held it in 6 quarters.
  • Palouse Capital Management's US Bancorp position peaked at $4.44M in Q3 2019.
  • 1,686 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on Palouse Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.