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Birinyi Associates’s Wells Fargo WFC Stock Holding History

Birinyi Associates’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
-5,795
Closed -$312K – 79
2019
Q4 		$312K Hold
5,795
– – 0.13% 68
2019
Q3 		$292K Hold
5,795
– – 0.13% 72
2019
Q2 		$274K Hold
5,795
– – 0.12% 70
2019
Q1 		$280K Hold
5,795
– – 0.12% 66
2018
Q4 		$267K Sell
5,795
-455
-7% -$23.3K 0.13% 64
2018
Q3 		$329K Sell
6,250
-1,500
-19% -$85.6K 0.12% 77
2018
Q2 		$430K Sell
7,750
-7,250
-48% -$388K 0.17% 64
2018
Q1 		$786K Hold
15,000
– – 0.32% 49
2017
Q4 		$910K Sell
15,000
-500
-3% -$28.2K 0.41% 41
2017
Q3 		$855K Sell
15,500
-550
-3% -$29.2K 0.41% 45
2017
Q2 		$889K Hold
16,050
– – 0.42% 52
2017
Q1 		$893K Buy
16,050
+300
+2% +$17K 0.44% 46
2016
Q4 		$868K Sell
15,750
-1,250
-7% -$62.9K 0.49% 42
2016
Q3 		$753K Sell
17,000
-2,250
-12% -$108K 0.41% 51
2016
Q2 		$911K Sell
19,250
-250
-1% -$12.2K 0.4% 48
2016
Q1 		$943K Buy
19,500
+250
+1% +$12.2K 0.42% 47
2015
Q4 		$1.05M Sell
19,250
-18,050
-48% -$980K 0.68% 40
2015
Q3 		$1.92M Buy
37,300
+18,484
+98% +$1.02M 0.83% 29
2015
Q2 		$1.06M Sell
18,816
-700
-4% -$39K 0.72% 31
2015
Q1 		$1.06M Sell
19,516
-24,684
-56% -$1.33M 0.7% 32
2014
Q4 		$2.42M Buy
44,200
+23,350
+112% +$1.24M 1.09% 21
2014
Q3 		$1.08M Buy
20,850
+2,350
+13% +$121K 0.49% 39
2014
Q2 		$972K Sell
18,500
-250
-1% -$12.6K 0.45% 40
2014
Q1 		$933K Sell
18,750
-500
-3% -$23.3K 0.47% 36
2013
Q4 		$874K Hold
19,250
– – 0.47% 36
2013
Q3 		$795K Hold
19,250
– – 0.45% 33
2013
Q2 		$794K Buy
+19,250
New +$750K 0.48% 33

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

Birinyi Associates's WFC Position: Q1 2020 in Review

Birinyi Associates sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,795 shares — an estimated $312K sold.

Birinyi Associates first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $2.42M in Q4 2014. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Birinyi Associates reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Birinyi Associates sold 5,795 Wells Fargo shares in Q1 2020, an estimated $312K.
  • Birinyi Associates first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Birinyi Associates's Wells Fargo position peaked at $2.42M in Q4 2014.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Birinyi Associates's 13F filing for Q1 2020, filed 12 May 2020.