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Charlie Munger

Daily Journal Corp

Daily Journal Corp U.S. Bancorp stake

total: 5

Daily Journal Corp USB trades

Total transactions:
2
New positions:
1
Reduced:
1
Held since:
2013 Q4
Held for:
51 quarters
Latest activity:
2024 Q1
According to 2026 Q2 report, Daily Journal Corp holds 119,500 U.S. Bancorp (USB) shares with a market value of roughly $7.22M accounting for 2.81% of the overall portfolio. To date, the estimated cost basis is nearly $40.4 for "buy" trades and estimated average "sell" price is $44.7. Daily Journal Corp first purchased USB in 2013 Q4, initially acquiring 140,000 shares. Since the initial investment in U.S. Bancorp (USB), Daily Journal Corp has made 1 more transaction.

How many USB shares does Daily Journal Corp currently hold?

According to 2026 Q2 report, Daily Journal Corp holds 119,500 shares of U.S. Bancorp (USB), valued at around $7.22M.

When did Daily Journal Corp buy U.S. Bancorp (USB)?

Daily Journal Corp first invested in U.S. Bancorp (USB) in 2013 Q4 at the reported quarter-end price of $40.40 per share.

What's the cost basis of Daily Journal Corp's USB stake?

The estimated cost basis for U.S. Bancorp (USB) stake is around $40.40 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$40.40
Weighted AVG sell price:
$44.70

Daily Journal Corp's historical trades in U.S. Bancorp

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
3.01%
119,500
$44.70
$5,341,650
-14.64% (-20,500)
-0.5%
2013 Q4
4.76%
$40.40
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.