Resource Management’s US Bancorp USB Stock Holding History

Resource 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
2021 Q2	–	Sell	-10,766	Closed	-$595K	–	201
2021 Q1	$595K	Sell	10,766 -102	-0.9%	-$5.09K	0.07%	97
2020 Q4	$506K	Buy	10,868 +1	+0%	+$42	0.07%	100
2020 Q3	$390K	Buy	10,867 +1	+0%	+$37	0.06%	100
2020 Q2	$400K	Buy	10,866 +100	+0.9%	+$3.56K	0.07%	89
2020 Q1	$371K	Sell	10,766 -415	-4%	-$20K	0.08%	88
2019 Q4	$663K	Buy	11,181 +419	+4%	+$24.2K	0.11%	66
2019 Q3	$595K	Hold	10,762	–	–	0.1%	70
2019 Q2	$564K	Hold	10,762	–	–	0.1%	74
2019 Q1	$519K	Hold	10,762	–	–	0.09%	78
2018 Q4	$491K	Hold	10,762	–	–	0.1%	74
2018 Q3	$568K	Hold	10,762	–	–	0.1%	70
2018 Q2	$538K	Sell	10,762 -75	-0.7%	-$3.81K	0.1%	69
2018 Q1	$547K	Hold	10,837	–	–	0.12%	70
2017 Q4	$587K	Buy	+10,837	New	+$583K	0.12%	67

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Resource Management's USB Position: Q2 2021 in Review

Resource Management sold out of US Bancorp (USB) in Q2 2021, closing a stake of 10,766 shares — an estimated $595K sold.

Resource Management first reported a position in USB in Q4 2017 and held it in 14 quarters. The position peaked at $663K in Q4 2019. 1,649 funds tracked by Wall St. Rank hold USB as of Q2 2021.

Resource Management reported no remaining US Bancorp position as of Q2 2021 after selling out during the quarter.
Resource Management sold 10,766 US Bancorp shares in Q2 2021, an estimated $595K.
Resource Management first reported a position in US Bancorp in Q4 2017 and held it in 14 quarters.
Resource Management's US Bancorp position peaked at $663K in Q4 2019.
1,649 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on Resource Management's 13F filing for Q2 2021, filed 23 Jul 2021.