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Benin Management Corp’s Wells Fargo WFC Stock Holding History

Benin Management Corp’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
2020
Q1 		– Sell
-5,771
Closed -$310K – 92
2019
Q4 		$310K Hold
5,771
– – 0.13% 78
2019
Q3 		$291K Hold
5,771
– – 0.12% 79
2019
Q2 		$273K Sell
5,771
-250
-4% -$11.7K 0.12% 82
2019
Q1 		$291K Sell
6,021
-250
-4% -$12.3K 0.13% 79
2018
Q4 		$289K Hold
6,271
– – 0.14% 74
2018
Q3 		$330K Sell
6,271
-625
-9% -$35.7K 0.13% 78
2018
Q2 		$382K Hold
6,896
– – 0.17% 70
2018
Q1 		$361K Buy
6,896
+25
+0.4% +$1.49K 0.16% 74
2017
Q4 		$417K Sell
6,871
-1,000
-13% -$56.5K 0.17% 76
2017
Q3 		$434K Hold
7,871
– – 0.17% 68
2017
Q2 		$436K Sell
7,871
-400
-5% -$21.4K 0.19% 66
2017
Q1 		$460K Sell
8,271
-400
-5% -$22.7K 0.21% 63
2016
Q4 		$478K Buy
8,671
+2,300
+36% +$116K 0.22% 66
2016
Q3 		$282K Buy
6,371
+1,600
+34% +$76.6K 0.14% 84
2016
Q2 		$226K Buy
4,771
+400
+9% +$19.5K 0.12% 89
2016
Q1 		$211K Hold
4,371
– – 0.11% 89
2015
Q4 		$238K Hold
4,371
– – 0.13% 82
2015
Q3 		$225K Hold
4,371
– – 0.12% 88
2015
Q2 		$246K Hold
4,371
– – 0.13% 88
2015
Q1 		$238K Buy
4,371
+700
+19% +$37.8K 0.13% 90
2014
Q4 		$201K Buy
+3,671
New +$194K 0.11% 90

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Benin Management Corp's WFC Position: Q1 2020 in Review

Benin Management Corp sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,771 shares — an estimated $310K sold.

Benin Management Corp first reported a position in WFC in Q4 2014 and held it in 21 quarters. The position peaked at $478K in Q4 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Benin Management Corp reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Benin Management Corp sold 5,771 Wells Fargo shares in Q1 2020, an estimated $310K.
  • Benin Management Corp first reported a position in Wells Fargo in Q4 2014 and held it in 21 quarters.
  • Benin Management Corp's Wells Fargo position peaked at $478K in Q4 2016.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Benin Management Corp's 13F filing for Q1 2020, filed 20 Apr 2020.