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Swaine & Leidel Wealth Services’s US Bancorp USB Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		– Sell
-75,440
Closed -$3.52M – 76
2020
Q4 		$3.52M Buy
+75,440
New +$3.19M 2.55% 13

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Swaine & Leidel Wealth Services's USB Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of US Bancorp (USB) in Q1 2021, closing a stake of 75,440 shares — an estimated $3.52M sold.

Swaine & Leidel Wealth Services first reported a position in USB in Q4 2020 and held it in 1 quarter. The position peaked at $3.52M in Q4 2020. 1,628 funds tracked by Wall St. Rank hold USB as of Q1 2021.

  • Swaine & Leidel Wealth Services reported no remaining US Bancorp position as of Q1 2021 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 75,440 US Bancorp shares in Q1 2021, an estimated $3.52M.
  • Swaine & Leidel Wealth Services first reported a position in US Bancorp in Q4 2020 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's US Bancorp position peaked at $3.52M in Q4 2020.
  • 1,628 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.