Ownership history in US BANCORP \DE\ Β· 69 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in MATRIX SVC CO COMMON STOCK (MTRX). 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 US BANCORP \DE\ outperformed the S&P 500 by +6.5% annually on this MTRX position. Timing score: 53% (18/34 decisions correct). Average cost basis: $13.71. Maximum drawdown during holding period: β76.0%.
π₯ Exceptional β beat the S&P 500 by 6.5% per year on this position.
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 34 add/trim decisions correct
Best entry: $5.12 (2004 Q3) Β· Worst: $21.82 (2007 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
11 adds Β· 24 trims. Bought during 4 of 31 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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