WIM
USB icon

Weitz Investment Management’s US Bancorp USB Stock Holding History

Weitz Investment 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
2017
Q1 		– Sell
-205
Closed -$11K – 88
2016
Q4 		$11K Sell
205
-110
-35% -$5.23K ﹤0.01% 86
2016
Q3 		$14K Buy
315
+105
+50% +$4.46K ﹤0.01% 71
2016
Q2 		$8K Buy
+210
New +$8.74K ﹤0.01% 68
2014
Q3 		– Sell
-15,000
Closed -$650K – 67
2014
Q2 		$650K Hold
15,000
– – 0.02% 58
2014
Q1 		$643K Hold
15,000
– – 0.02% 59
2013
Q4 		$606K Sell
15,000
-5,000
-25% -$192K 0.02% 60
2013
Q3 		$732K Hold
20,000
– – 0.03% 56
2013
Q2 		$723K Buy
+20,000
New +$686K 0.03% 57

Other funds holding USB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return