SimplyRich’s US Bancorp USB Stock Holding History

SimplyRich’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	-24,683	Closed	-$1.46M	–	150
2019 Q4	$1.46M	Hold	24,683	–	–	0.73%	36
2019 Q3	$1.37M	Hold	24,683	–	–	0.75%	35
2019 Q2	$1.29M	Sell	24,683 -200	-0.8%	-$10.3K	0.71%	35
2019 Q1	$1.2M	Hold	24,883	–	–	0.98%	29
2018 Q4	$1.13M	Sell	24,883 -769	-3%	-$39.6K	1.03%	31
2018 Q3	$1.35M	Hold	25,652	–	–	0.74%	40
2018 Q2	$1.28M	Sell	25,652 -286	-1%	-$14.5K	0.74%	37
2018 Q1	$1.31M	Sell	25,938 -2,851	-10%	-$156K	0.73%	38
2017 Q4	$1.54M	Buy	+28,789	New	+$1.55M	0.86%	27

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

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

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

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

SimplyRich's USB Position: Q1 2020 in Review

SimplyRich sold out of US Bancorp (USB) in Q1 2020, closing a stake of 24,683 shares — an estimated $1.46M sold.

SimplyRich first reported a position in USB in Q4 2017 and held it in 9 quarters. The position peaked at $1.54M in Q4 2017. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

SimplyRich reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
SimplyRich sold 24,683 US Bancorp shares in Q1 2020, an estimated $1.46M.
SimplyRich first reported a position in US Bancorp in Q4 2017 and held it in 9 quarters.
SimplyRich's US Bancorp position peaked at $1.54M in Q4 2017.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.