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Sugarloaf Wealth Management’s US Bancorp USB Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-145
Closed -$8K – 807
2021
Q2 		$8K Buy
+145
New +$8.51K ﹤0.01% 541
2020
Q2 		– Sell
-604
Closed -$21K – 729
2020
Q1 		$21K Hold
604
– – 0.01% 330
2019
Q4 		$36K Buy
+604
New +$34.9K 0.02% 284

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

Sugarloaf Wealth Management's USB Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of US Bancorp (USB) in Q3 2021, closing a stake of 145 shares — an estimated $8K sold.

Sugarloaf Wealth Management first reported a position in USB in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 145 US Bancorp shares in Q3 2021, an estimated $8K.
  • Sugarloaf Wealth Management first reported a position in US Bancorp in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's US Bancorp position peaked at $36K in Q4 2019.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.