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West Coast Financial’s US Bancorp USB Stock Holding History

West Coast Financial’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
-6,568
Closed -$242K – 108
2020
Q2 		$242K Sell
6,568
-471
-7% -$16.8K 0.06% 97
2020
Q1 		$242K Hold
7,039
– – 0.06% 90
2019
Q4 		$417K Hold
7,039
– – 0.09% 85
2019
Q3 		$390K Hold
7,039
– – 0.09% 88
2019
Q2 		$369K Sell
7,039
-62
-0.9% -$3.19K 0.08% 91
2019
Q1 		$342K Buy
7,101
+62
+0.9% +$3.11K 0.08% 95
2018
Q4 		$322K Sell
7,039
-6,606
-48% -$340K 0.09% 94
2018
Q3 		$721K Buy
13,645
+5,884
+76% +$312K 0.17% 84
2018
Q2 		$388K Hold
7,761
– – 0.11% 80
2018
Q1 		$392K Hold
7,761
– – 0.11% 85
2017
Q4 		$416K Sell
7,761
-6,685
-46% -$360K 0.12% 84
2017
Q3 		$774K Buy
14,446
+6,685
+86% +$350K 0.21% 76
2017
Q2 		$403K Hold
7,761
– – 0.13% 85
2017
Q1 		$400K Buy
7,761
+1,193
+18% +$63.6K 0.13% 91
2016
Q4 		$337K Sell
6,568
-3,924
-37% -$187K 0.11% 98
2016
Q3 		$450K Sell
10,492
-8
-0.1% -$340 0.14% 94
2016
Q2 		$423K Buy
10,500
+3,932
+60% +$164K 0.15% 78
2016
Q1 		$267K Hold
6,568
– – 0.11% 77
2015
Q4 		$280K Buy
+6,568
New +$281K 0.12% 81

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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Coast Financial's USB Position: Q3 2020 in Review

West Coast Financial sold out of US Bancorp (USB) in Q3 2020, closing a stake of 6,568 shares — an estimated $242K sold.

West Coast Financial first reported a position in USB in Q4 2015 and held it in 19 quarters. The position peaked at $774K in Q3 2017. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • West Coast Financial reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • West Coast Financial sold 6,568 US Bancorp shares in Q3 2020, an estimated $242K.
  • West Coast Financial first reported a position in US Bancorp in Q4 2015 and held it in 19 quarters.
  • West Coast Financial's US Bancorp position peaked at $774K in Q3 2017.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on West Coast Financial's 13F filing for Q3 2020, filed 5 Nov 2020.