Ownership history in COERENTE CAPITAL MANAGEMENT Β· 20 quarters on record
This page tracks every 13F SEC filing in which COERENTE CAPITAL MANAGEMENT reported a position in US BANCORP DEL (USB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π COERENTE CAPITAL MANAGEMENT underperformed the S&P 500 by β7.9% annually on this USB position. Timing score: 53% (10/19 decisions correct). Average cost basis: $43.71. Maximum drawdown during holding period: β39.9%.
β Significantly underperformed the S&P 500 by 7.9% ann.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 19 add/trim decisions correct
Best entry: $29.47 (2023 Q2) Β· Worst: $49.07 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 2 trims. Bought during 8 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π COERENTE CAPITAL MANAGEMENT has been actively increasing its USB allocation β a bullish signal from insiders.
Currently 4.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size