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Sunflower Bank Wealth Management’s US Bancorp USB Stock Holding History

Sunflower Bank 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
2020
Q3 		– Sell
-6,750
Closed -$248K – 126
2020
Q2 		$248K Hold
6,750
– – 0.08% 113
2020
Q1 		$233K Hold
6,750
– – 0.09% 111
2019
Q4 		$400K Sell
6,750
-1
-0% -$58 0.12% 99
2019
Q3 		$374K Hold
6,751
– – 0.12% 100
2019
Q2 		$354K Sell
6,751
-855
-11% -$44.1K 0.11% 106
2019
Q1 		$366K Hold
7,606
– – 0.11% 104
2018
Q4 		$348K Hold
7,606
– – 0.11% 103
2018
Q3 		$402K Hold
7,606
– – 0.11% 107
2018
Q2 		$380K Sell
7,606
-490
-6% -$24.9K 0.11% 107
2018
Q1 		$409K Sell
8,096
-360
-4% -$19.7K 0.11% 102
2017
Q4 		$453K Buy
8,456
+440
+5% +$23.7K 0.12% 94
2017
Q3 		$430K Hold
8,016
– – 0.16% 65
2017
Q2 		$416K Sell
8,016
-395
-5% -$20.3K 0.14% 72
2017
Q1 		$433K Buy
8,411
+2,656
+46% +$142K 0.15% 68
2016
Q4 		$296K Hold
5,755
– – 0.11% 79
2016
Q3 		$247K Hold
5,755
– – 0.09% 84
2016
Q2 		$232K Hold
5,755
– – 0.08% 84
2016
Q1 		$234K Sell
5,755
-344
-6% -$13.7K 0.08% 83
2015
Q4 		$260K Hold
6,099
– – 0.09% 82
2015
Q3 		$250K Buy
6,099
+825
+16% +$35.7K 0.09% 80
2015
Q2 		$229K Hold
5,274
– – 0.08% 87
2015
Q1 		$230K Hold
5,274
– – 0.08% 90
2014
Q4 		$237K Hold
5,274
– – 0.08% 91
2014
Q3 		$221K Buy
5,274
+155
+3% +$6.55K 0.08% 93
2014
Q2 		$222K Sell
5,119
-400
-7% -$16.7K 0.09% 92
2014
Q1 		$237K Hold
5,519
– – 0.11% 88
2013
Q4 		$223K Hold
5,519
– – 0.11% 87
2013
Q3 		$202K Buy
+5,519
New +$204K 0.11% 87

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Wealth Management's USB Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of US Bancorp (USB) in Q3 2020, closing a stake of 6,750 shares — an estimated $248K sold.

Sunflower Bank Wealth Management first reported a position in USB in Q3 2013 and held it in 28 quarters. The position peaked at $453K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Sunflower Bank Wealth Management reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 6,750 US Bancorp shares in Q3 2020, an estimated $248K.
  • Sunflower Bank Wealth Management first reported a position in US Bancorp in Q3 2013 and held it in 28 quarters.
  • Sunflower Bank Wealth Management's US Bancorp position peaked at $453K in Q4 2017.
  • 1,416 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.