RMAM
USB icon

Raab & Moskowitz Asset Management’s US Bancorp USB Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-533
Closed -$31K – 480
2019
Q4 		$31K Buy
+533
New +$30.8K 0.01% 299
2018
Q4 		– Sell
-533
Closed -$28K – 470
2018
Q3 		$28K Buy
+533
New +$28.2K 0.01% 309
2015
Q1 		– Sell
-533
Closed -$24K – 347
2014
Q4 		$24K Buy
+533
New +$22.9K 0.01% 257

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Raab & Moskowitz Asset Management's USB Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of US Bancorp (USB) in Q1 2020, closing a stake of 533 shares — an estimated $31K sold.

Raab & Moskowitz Asset Management first reported a position in USB in Q4 2014 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 533 US Bancorp shares in Q1 2020, an estimated $31K.
  • Raab & Moskowitz Asset Management first reported a position in US Bancorp in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's US Bancorp position peaked at $31K in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.