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Physicians Financial Services’s US Bancorp USB Stock Holding History

Physicians Financial Services’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
2021
Q4 		– Sell
-3,667
Closed -$218K – 117
2021
Q3 		$218K Hold
3,667
– – 0.09% 112
2021
Q2 		$209K Hold
3,667
– – 0.09% 108
2021
Q1 		$203K Buy
+3,667
New +$183K 0.09% 113
2020
Q1 		– Sell
-4,000
Closed -$237K – 116
2019
Q4 		$237K Buy
4,000
+200
+5% +$11.6K 0.13% 111
2019
Q3 		$210K Buy
+3,800
New +$205K 0.12% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Physicians Financial Services's USB Position: Q4 2021 in Review

Physicians Financial Services sold out of US Bancorp (USB) in Q4 2021, closing a stake of 3,667 shares — an estimated $218K sold.

Physicians Financial Services first reported a position in USB in Q3 2019 and held it in 5 quarters. The position peaked at $237K in Q4 2019. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Physicians Financial Services reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Physicians Financial Services sold 3,667 US Bancorp shares in Q4 2021, an estimated $218K.
  • Physicians Financial Services first reported a position in US Bancorp in Q3 2019 and held it in 5 quarters.
  • Physicians Financial Services's US Bancorp position peaked at $237K in Q4 2019.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Physicians Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.