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Courant Investment Management’s Wells Fargo WFC Stock Holding History

Courant Investment Management’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
2018
Q4 		– Sell
-183,125
Closed -$9.63M – 15
2018
Q3 		$9.63M Hold
183,125
– – 5.76% 7
2018
Q2 		$10.2M Hold
183,125
– – 6.02% 8
2018
Q1 		$9.6M Hold
183,125
– – 6% 7
2017
Q4 		$11.1M Hold
183,125
– – 7.02% 6
2017
Q3 		$10.1M Sell
183,125
-70,000
-28% -$3.72M 7.16% 8
2017
Q2 		$14M Hold
253,125
– – 10.83% 4
2017
Q1 		$14.1M Hold
253,125
– – 12.42% 3
2016
Q4 		$13.9M Buy
+253,125
New +$12.7M 13.26% 3

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Courant Investment Management's WFC Position: Q4 2018 in Review

Courant Investment Management sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 183,125 shares — an estimated $9.63M sold.

Courant Investment Management first reported a position in WFC in Q4 2016 and held it in 8 quarters. The position peaked at $14.1M in Q1 2017. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Courant Investment Management reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Courant Investment Management sold 183,125 Wells Fargo shares in Q4 2018, an estimated $9.63M.
  • Courant Investment Management first reported a position in Wells Fargo in Q4 2016 and held it in 8 quarters.
  • Courant Investment Management's Wells Fargo position peaked at $14.1M in Q1 2017.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Courant Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.