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Winslow Evans & Crocker’s US Bancorp USB Stock Holding History

Winslow Evans & Crocker’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 		$110K Buy
2,381
+78
+3% +$3.3K 0.02% 423
2020
Q3 		$83K Buy
2,303
+600
+35% +$22K 0.02% 382
2020
Q2 		$63K Sell
1,703
-141
-8% -$5.03K 0.02% 431
2020
Q1 		$66K Buy
1,844
+100
+6% +$4.82K 0.02% 390
2019
Q4 		$106K Hold
1,744
– – 0.03% 389
2019
Q3 		$98K Hold
1,744
– – 0.03% 403
2019
Q2 		$94K Sell
1,744
-62
-3% -$3.19K 0.03% 410
2019
Q1 		$90K Sell
1,806
-338
-16% -$16.9K 0.03% 401
2018
Q4 		$100K Hold
2,144
– – 0.03% 354
2018
Q3 		$116K Buy
2,144
+400
+23% +$21.2K 0.04% 350
2018
Q2 		$90K Hold
1,744
– – 0.03% 389
2018
Q1 		$88K Hold
1,744
– – 0.03% 373
2017
Q4 		$93.4K Hold
1,744
– – 0.03% 379
2017
Q3 		$93.4K Buy
1,744
+1
+0.1% +$52 0.03% 372
2017
Q2 		$90.5K Buy
1,743
+431
+33% +$22.2K 0.02% 451
2017
Q1 		$67.5K Hold
1,312
– – 0.02% 483
2016
Q4 		$67.3K Hold
1,312
– – 0.02% 466
2016
Q3 		$56.2K Hold
1,312
– – 0.02% 512
2016
Q2 		$52.9K Buy
1,312
+1
+0.1% +$42 0.02% 500
2016
Q1 		$53.2K Sell
1,311
-1
-0.1% -$40 0.02% 484
2015
Q4 		$55.9K Hold
1,312
– – 0.02% 512
2015
Q3 		$53.8K Sell
1,312
-126
-9% -$5.46K 0.02% 501
2015
Q2 		$62.3K Buy
1,438
+126
+10% +$5.51K 0.02% 506
2015
Q1 		$57.3K Hold
1,312
– – 0.02% 520
2014
Q4 		$58.9K Hold
1,312
– – 0.02% 510
2014
Q3 		$54.8K Sell
1,312
-43
-3% -$1.82K 0.02% 534
2014
Q2 		$58.7K Hold
1,355
– – 0.02% 466
2014
Q1 		$58.1K Hold
1,355
– – 0.02% 457
2013
Q4 		$55K Buy
+1,355
New +$52K 0.02% 500

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

Winslow Evans & Crocker's USB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its US Bancorp (USB) stake by 3.4% in Q4 2020, buying an estimated $3.3K and bringing the position to 2,381 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #423.

Winslow Evans & Crocker first reported a position in USB in Q4 2013 and has held it in 29 quarters since. The position peaked at $116K in Q3 2018. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Winslow Evans & Crocker held 2,381 shares of US Bancorp worth $110K as of Q4 2020.
  • Winslow Evans & Crocker bought 78 US Bancorp shares in Q4 2020, an estimated $3.3K.
  • US Bancorp made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #423 holding.
  • Winslow Evans & Crocker first reported a position in US Bancorp in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's US Bancorp position peaked at $116K in Q3 2018.
  • 1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.