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AJO LP’s Wells Fargo WFC Stock Holding History

AJO LP’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,308
Closed -$250K – 248
2020
Q4 		$250K Buy
+8,308
New +$215K 0.03% 231
2019
Q3 		– Sell
-2,250,751
Closed -$107M – 718
2019
Q2 		$107M Buy
+2,250,751
New +$105M 0.55% 63
2018
Q2 		– Sell
-5,178
Closed -$271K – 719
2018
Q1 		$271K Sell
5,178
-411
-7% -$24.4K ﹤0.01% 596
2017
Q4 		$339K Sell
5,589
-15,024
-73% -$849K ﹤0.01% 561
2017
Q3 		$1.14M Buy
20,613
+15,139
+277% +$805K ﹤0.01% 468
2017
Q2 		$303K Buy
+5,474
New +$293K ﹤0.01% 546
2014
Q4 		– Sell
-5,678,690
Closed -$295M – 487
2014
Q3 		$295M Buy
5,678,690
+585,120
+11% +$30.1M 1.31% 12
2014
Q2 		$268M Sell
5,093,570
-97,790
-2% -$4.92M 1.15% 22
2014
Q1 		$258M Sell
5,191,360
-1,721,440
-25% -$80.2M 1.13% 22
2013
Q4 		$314M Sell
6,912,800
-124,000
-2% -$5.36M 1.37% 4
2013
Q3 		$291M Sell
7,036,800
-3,549,100
-34% -$151M 1.32% 7
2013
Q2 		$437M Buy
+10,585,900
New +$413M 2.04% 5

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AJO LP's WFC Position: Q1 2021 in Review

AJO LP sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 8,308 shares — an estimated $250K sold.

AJO LP first reported a position in WFC in Q2 2013 and held it in 12 quarters. The position peaked at $437M in Q2 2013. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • AJO LP reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 8,308 Wells Fargo shares in Q1 2021, an estimated $250K.
  • AJO LP first reported a position in Wells Fargo in Q2 2013 and held it in 12 quarters.
  • AJO LP's Wells Fargo position peaked at $437M in Q2 2013.
  • 1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.