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Cooperman Leon G’s Wells Fargo WFC Stock Holding History

Cooperman Leon G’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
-393,600
Closed -$21.2M – 62
2019
Q4 		$21.2M Sell
393,600
-1,400
-0.4% -$73.3K 1.13% 31
2019
Q3 		$19.9M Hold
395,000
– – 1.18% 29
2019
Q2 		$18.7M Buy
+395,000
New +$18.5M 1.11% 29
2013
Q3 		– Sell
-1,654,900
Closed -$68.3M – 82
2013
Q2 		$68.3M Buy
+1,654,900
New +$64.5M 1.05% 35

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

Cooperman Leon G's WFC Position: Q1 2020 in Review

Cooperman Leon G sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 393,600 shares — an estimated $21.2M sold.

Cooperman Leon G first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $68.3M in Q2 2013. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Cooperman Leon G reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Cooperman Leon G sold 393,600 Wells Fargo shares in Q1 2020, an estimated $21.2M.
  • Cooperman Leon G first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
  • Cooperman Leon G's Wells Fargo position peaked at $68.3M in Q2 2013.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Cooperman Leon G's 13F filing for Q1 2020, filed 15 May 2020.