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Sumitomo Mitsui Financial Group’s US Bancorp USB Stock Holding History

Sumitomo Mitsui Financial Group’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
-554
Closed -$33K – 202
2021
Q3 		$33K Buy
+554
New +$31.5K ﹤0.01% 174
2020
Q4 		– Sell
-800
Closed -$28K – 172
2020
Q3 		$28K Sell
800
-1,890
-70% -$69.2K ﹤0.01% 143
2020
Q2 		$98K Buy
+2,690
New +$95.9K ﹤0.01% 119
2018
Q4 		– Sell
-691
Closed -$37K – 128
2018
Q3 		$37K Sell
691
-586
-46% -$31K ﹤0.01% 104
2018
Q2 		$63K Buy
+1,277
New +$64.8K 0.01% 81
2017
Q4 		– Sell
-1,030
Closed -$55K – 119
2017
Q3 		$55K Buy
1,030
+776
+306% +$40.6K 0.01% 82
2017
Q2 		$13K Buy
+254
New +$13.1K ﹤0.01% 100

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

Sumitomo Mitsui Financial Group's USB Position: Q4 2021 in Review

Sumitomo Mitsui Financial Group sold out of US Bancorp (USB) in Q4 2021, closing a stake of 554 shares — an estimated $33K sold.

Sumitomo Mitsui Financial Group first reported a position in USB in Q2 2017 and held it in 7 quarters. The position peaked at $98K in Q2 2020. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Sumitomo Mitsui Financial Group reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 554 US Bancorp shares in Q4 2021, an estimated $33K.
  • Sumitomo Mitsui Financial Group first reported a position in US Bancorp in Q2 2017 and held it in 7 quarters.
  • Sumitomo Mitsui Financial Group's US Bancorp position peaked at $98K in Q2 2020.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.