SFO
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Standard Family Office’s US Bancorp USB Stock Holding History

Standard Family Office’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
Q4 		– Sell
-2,700
Closed -$160K – 246
2021
Q3 		$160K Sell
2,700
-6,691
-71% -$381K 0.05% 12
2021
Q2 		$535K Buy
9,391
+2,700
+40% +$158K 0.11% 85
2021
Q1 		$370K Sell
6,691
-2,700
-29% -$135K 0.09% 85
2020
Q4 		$438K Buy
+9,391
New +$397K 0.1% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Standard Family Office's USB Position: Q4 2021 in Review

Standard Family Office sold out of US Bancorp (USB) in Q4 2021, closing a stake of 2,700 shares — an estimated $160K sold.

Standard Family Office first reported a position in USB in Q4 2020 and held it in 4 quarters. The position peaked at $535K in Q2 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Standard Family Office reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Standard Family Office sold 2,700 US Bancorp shares in Q4 2021, an estimated $160K.
  • Standard Family Office first reported a position in US Bancorp in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's US Bancorp position peaked at $535K in Q2 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Standard Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.