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Squar Milner Financial Services’s US Bancorp USB Stock Holding History

Squar Milner Financial Services’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 		– Sell
-17,575
Closed -$647K – 184
2020
Q2 		$647K Buy
17,575
+4,516
+35% +$161K 0.37% 74
2020
Q1 		$449K Buy
13,059
+7,540
+137% +$363K 0.27% 77
2019
Q4 		$327K Sell
5,519
-12,980
-70% -$750K 0.16% 129
2019
Q3 		$663K Buy
18,499
+17,284
+1,423% +$934K 0.34% 78
2019
Q2 		$64K Buy
+1,215
New +$62.6K 0.04% 321
2018
Q3 		– Sell
-113
Closed -$6K – 863
2018
Q2 		$6K Buy
+113
New +$5.73K 0.01% 675

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

Squar Milner Financial Services's USB Position: Q3 2020 in Review

Squar Milner Financial Services sold out of US Bancorp (USB) in Q3 2020, closing a stake of 17,575 shares — an estimated $647K sold.

Squar Milner Financial Services first reported a position in USB in Q2 2018 and held it in 6 quarters. The position peaked at $663K in Q3 2019. 1,416 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Squar Milner Financial Services reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 17,575 US Bancorp shares in Q3 2020, an estimated $647K.
  • Squar Milner Financial Services first reported a position in US Bancorp in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's US Bancorp position peaked at $663K in Q3 2019.
  • 1,416 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.