Price Wealth’s US Bancorp USB Stock Holding History

Price Wealth’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 Q3	$14K	Buy	+380	New	+$13.9K	﹤0.01%	242
2020 Q2	–	Sell	-517	Closed	-$18K	–	565
2020 Q1	$18K	Sell	517 -194	-27%	-$9.35K	0.01%	131
2019 Q4	$42K	Buy	711 +609	+597%	+$35.2K	0.01%	118
2019 Q3	$6K	Hold	102	–	–	﹤0.01%	198
2019 Q2	$5K	Buy	+102	New	+$5.26K	﹤0.01%	208
2018 Q3	–	Sell	-740	Closed	-$37K	–	425
2018 Q2	$37K	Buy	740 +434	+142%	+$22K	0.01%	140
2018 Q1	$15K	Sell	306 -306	-50%	-$16.7K	0.01%	127
2017 Q4	$32K	Buy	+612	New	+$32.9K	0.02%	82

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Price Wealth's USB Position: Q3 2020 in Review

Price Wealth opened a new position in US Bancorp (USB) in Q3 2020: 380 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Price Wealth previously reported a position in USB as recently as Q1 2020.

Price Wealth first reported a position in USB in Q4 2017 and has held it in 8 quarters since. The position peaked at $42K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

Price Wealth held 380 shares of US Bancorp worth $14K as of Q3 2020.
US Bancorp was a new Price Wealth position in Q3 2020.
US Bancorp made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #242 holding.
Price Wealth first reported a position in US Bancorp in Q4 2017 and has held it in 8 quarters since.
Price Wealth's US Bancorp position peaked at $42K in Q4 2019.
1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.