WCG
USB icon

Weaver Consulting Group’s US Bancorp USB Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-1,120
Closed -$40K – 860
2020
Q3 		$40K Hold
1,120
– – 0.02% 290
2020
Q2 		$41K Buy
1,120
+50
+5% +$1.78K 0.02% 281
2020
Q1 		$37K Sell
1,070
-100
-9% -$4.82K 0.02% 256
2019
Q4 		$65K Hold
1,170
– – 0.03% 210
2019
Q3 		$67K Hold
1,170
– – 0.04% 204
2019
Q2 		$61K Hold
1,170
– – 0.03% 204
2019
Q1 		$62K Buy
+1,170
New +$58.7K 0.02% 424

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Weaver Consulting Group's USB Position: Q4 2020 in Review

Weaver Consulting Group sold out of US Bancorp (USB) in Q4 2020, closing a stake of 1,120 shares — an estimated $40K sold.

Weaver Consulting Group first reported a position in USB in Q1 2019 and held it in 7 quarters. The position peaked at $67K in Q3 2019. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Weaver Consulting Group reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,120 US Bancorp shares in Q4 2020, an estimated $40K.
  • Weaver Consulting Group first reported a position in US Bancorp in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's US Bancorp position peaked at $67K in Q3 2019.
  • 1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.