Spirit of America Management Corp’s US Bancorp USB Stock Holding History

Spirit of America Management Corp’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 Q4	–	Sell	-5,775	Closed	-$207K	–	234
2020 Q3	$207K	Hold	5,775	–	–	0.06%	178
2020 Q2	$213K	Sell	5,775 -1,950	-25%	-$69.5K	0.05%	177
2020 Q1	$266K	Sell	7,725 -4,275	-36%	-$206K	0.09%	158
2019 Q4	$711K	Hold	12,000	–	–	0.12%	140
2019 Q3	$664K	Hold	12,000	–	–	0.11%	141
2019 Q2	$629K	Hold	12,000	–	–	0.09%	146
2019 Q1	$578K	Hold	12,000	–	–	0.08%	155
2018 Q4	$548K	Hold	12,000	–	–	0.09%	161
2018 Q3	$634K	Buy	12,000 +950	+9%	+$50.3K	0.08%	166
2018 Q2	$553K	Hold	11,050	–	–	0.07%	177
2018 Q1	$558K	Buy	11,050 +1,350	+14%	+$73.9K	0.07%	171
2017 Q4	$520K	Hold	9,700	–	–	0.06%	188
2017 Q3	$520K	Hold	9,700	–	–	0.06%	203
2017 Q2	$504K	Hold	9,700	–	–	0.05%	206
2017 Q1	$500K	Hold	9,700	–	–	0.05%	209
2016 Q4	$498K	Hold	9,700	–	–	0.06%	209
2016 Q3	$416K	Hold	9,700	–	–	0.05%	226
2016 Q2	$391K	Hold	9,700	–	–	0.06%	221
2016 Q1	$394K	Hold	9,700	–	–	0.07%	218
2015 Q4	$414K	Hold	9,700	–	–	0.08%	203
2015 Q3	$398K	Hold	9,700	–	–	0.08%	210
2015 Q2	$421K	Hold	9,700	–	–	0.08%	215
2015 Q1	$424K	Hold	9,700	–	–	0.09%	205
2014 Q4	$436K	Hold	9,700	–	–	0.11%	195
2014 Q3	$406K	Hold	9,700	–	–	0.12%	208
2014 Q2	$420K	Hold	9,700	–	–	0.17%	167
2014 Q1	$416K	Buy	+9,700	New	+$399K	0.17%	166
2013 Q4	–	Sell	-9,700	Closed	-$355K	–	185
2013 Q3	$355K	Hold	9,700	–	–	0.13%	197
2013 Q2	$351K	Buy	+9,700	New	+$333K	0.13%	184

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Spirit of America Management Corp's USB Position: Q4 2020 in Review

Spirit of America Management Corp sold out of US Bancorp (USB) in Q4 2020, closing a stake of 5,775 shares — an estimated $207K sold.

Spirit of America Management Corp first reported a position in USB in Q2 2013 and held it in 29 quarters. The position peaked at $711K in Q4 2019. 1,583 funds tracked by Wall St. Rank hold USB as of Q4 2020.

Spirit of America Management Corp reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
Spirit of America Management Corp sold 5,775 US Bancorp shares in Q4 2020, an estimated $207K.
Spirit of America Management Corp first reported a position in US Bancorp in Q2 2013 and held it in 29 quarters.
Spirit of America Management Corp's US Bancorp position peaked at $711K in Q4 2019.
1,583 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Spirit of America Management Corp's 13F filing for Q4 2020, filed 19 Jan 2021.