SFS
USB icon

Summit Financial Strategies’s US Bancorp USB Stock Holding History

Summit Financial Strategies’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
-3,489
Closed -$207K – 134
2021
Q3 		$207K Sell
3,489
-1,836
-34% -$105K 0.04% 115
2021
Q2 		$303K Buy
+5,325
New +$312K 0.06% 89
2020
Q1 		– Sell
-3,489
Closed -$207K – 70
2019
Q4 		$207K Buy
+3,489
New +$202K 0.1% 58

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

Summit Financial Strategies's USB Position: Q4 2021 in Review

Summit Financial Strategies sold out of US Bancorp (USB) in Q4 2021, closing a stake of 3,489 shares — an estimated $207K sold.

Summit Financial Strategies first reported a position in USB in Q4 2019 and held it in 3 quarters. The position peaked at $303K in Q2 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Summit Financial Strategies reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 3,489 US Bancorp shares in Q4 2021, an estimated $207K.
  • Summit Financial Strategies first reported a position in US Bancorp in Q4 2019 and held it in 3 quarters.
  • Summit Financial Strategies's US Bancorp position peaked at $303K in Q2 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Summit Financial Strategies's 13F filing for Q4 2021, filed 3 Feb 2022.