LOUNTZIS ASSET MANAGEMENT, LLC USB Holdings History
LOUNTZIS ASSET MANAGEMENT, LLC's U.S. Bancorp Holding Summary
As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 251,058.00 shares of U.S. Bancorp(USB), totaling $10.09 Mil. This investment constitutes 3.81% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0.02% of the outstanding U.S. Bancorp(USB) stock.
The initial trade took place in 2020Q2. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 3 purchases of USB, at an average price of $34.97, for a total of 267,008.00 shares. In addition, there have been 12 sales at an average price of $44.37 for 15,950.00 shares. Based on historical transaction data and USB's current price of $45.65, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his USB holdings is $2.83 Mil, reflecting a 30.32% gain to date.
LOUNTZIS ASSET MANAGEMENT, LLC USB ($45.65) Holding Chart
LOUNTZIS ASSET MANAGEMENT, LLC USB ($45.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
