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Wisconsin Capital Management’s US Bancorp USB Stock Holding History

Wisconsin Capital 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
2019
Q3 		– Sell
-13,120
Closed -$687K – 66
2019
Q2 		$687K Buy
+13,120
New +$676K 0.37% 52
2014
Q4 		$587K Hold
13,066
– – 0.21% 85
2014
Q3 		$547K Hold
13,066
– – 0.2% 85
2014
Q2 		$566K Hold
13,066
– – 0.21% 84
2014
Q1 		$560K Sell
13,066
-165
-1% -$6.78K 0.22% 82
2013
Q4 		$535K Hold
13,231
– – 0.21% 74
2013
Q3 		$484K Hold
13,231
– – 0.21% 74
2013
Q2 		$478K Buy
+13,231
New +$454K 0.2% 70

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wisconsin Capital Management's USB Position: Q3 2019 in Review

Wisconsin Capital Management sold out of US Bancorp (USB) in Q3 2019, closing a stake of 13,120 shares — an estimated $687K sold.

Wisconsin Capital Management first reported a position in USB in Q2 2013 and held it in 8 quarters. The position peaked at $687K in Q2 2019. 1,537 funds tracked by Wall St. Rank hold USB as of Q3 2019.

  • Wisconsin Capital Management reported no remaining US Bancorp position as of Q3 2019 after selling out during the quarter.
  • Wisconsin Capital Management sold 13,120 US Bancorp shares in Q3 2019, an estimated $687K.
  • Wisconsin Capital Management first reported a position in US Bancorp in Q2 2013 and held it in 8 quarters.
  • Wisconsin Capital Management's US Bancorp position peaked at $687K in Q2 2019.
  • 1,537 funds tracked by Wall St. Rank held US Bancorp as of Q3 2019.

Based on Wisconsin Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.