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Blue Ridge Capital’s Wells Fargo WFC Stock Holding History

Blue Ridge Capital’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
2017
Q3 		– Sell
-3,570,200
Closed -$198M – 45
2017
Q2 		$198M Sell
3,570,200
-2,000,200
-36% -$107M 3.46% 11
2017
Q1 		$310M Buy
5,570,400
+10,300
+0.2% +$584K 4.03% 8
2016
Q4 		$306M Buy
+5,560,100
New +$280M 3.86% 8

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Ridge Capital's WFC Position: Q3 2017 in Review

Blue Ridge Capital sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 3,570,200 shares — an estimated $198M sold.

Blue Ridge Capital first reported a position in WFC in Q4 2016 and held it in 3 quarters. The position peaked at $310M in Q1 2017. 1,867 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Blue Ridge Capital reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Blue Ridge Capital sold 3,570,200 Wells Fargo shares in Q3 2017, an estimated $198M.
  • Blue Ridge Capital first reported a position in Wells Fargo in Q4 2016 and held it in 3 quarters.
  • Blue Ridge Capital's Wells Fargo position peaked at $310M in Q1 2017.
  • 1,867 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Blue Ridge Capital's 13F filing for Q3 2017, filed 14 Nov 2017.