Stuart Chaussee & Associates’s US Bancorp USB Stock Holding History

Stuart Chaussee & Associates’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	-90	Closed	-$5K	–	127
2019 Q4	$5K	Hold	90	–	–	﹤0.01%	95
2019 Q3	$5K	Hold	90	–	–	﹤0.01%	95
2019 Q2	$5K	Hold	90	–	–	﹤0.01%	97
2019 Q1	$4K	Hold	90	–	–	﹤0.01%	99
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	86
2018 Q3	$5K	Hold	90	–	–	﹤0.01%	100
2018 Q2	$5K	Hold	90	–	–	﹤0.01%	103
2018 Q1	$5K	Hold	90	–	–	0.02%	72
2017 Q4	$5K	Hold	90	–	–	﹤0.01%	82
2017 Q3	$5K	Hold	90	–	–	﹤0.01%	78
2017 Q2	$5K	Hold	90	–	–	﹤0.01%	75
2017 Q1	$5K	Buy	+90	New	+$4.8K	﹤0.01%	75

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

Stuart Chaussee & Associates's USB Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of US Bancorp (USB) in Q1 2020, closing a stake of 90 shares — an estimated $5K sold.

Stuart Chaussee & Associates first reported a position in USB in Q1 2017 and held it in 12 quarters. The position peaked at $5K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

Stuart Chaussee & Associates reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 90 US Bancorp shares in Q1 2020, an estimated $5K.
Stuart Chaussee & Associates first reported a position in US Bancorp in Q1 2017 and held it in 12 quarters.
Stuart Chaussee & Associates's US Bancorp position peaked at $5K in Q4 2019.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.