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Delek Group’s Wells Fargo WFC Stock Holding History

Delek Group’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
2019
Q2 		$28.8M Buy
623,053
+300,000
+93% +$14M 1.11% 18
2019
Q1 		$15.5M Buy
323,053
+225,000
+229% +$11.1M 0.65% 67
2018
Q4 		$4.64M Sell
98,053
-230
-0.2% -$11.8K 0.21% 124
2018
Q3 		$5.13M Hold
98,283
– – 0.22% 129
2018
Q2 		$5.45M Sell
98,283
-170
-0.2% -$9.11K 0.23% 124
2018
Q1 		$5.17M Buy
98,453
+98,053
+24,513% +$5.82M 0.27% 115
2017
Q4 		$24K Buy
+400
New +$22.6K ﹤0.01% 276

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Delek Group's WFC Position: Q2 2019 in Review

Delek Group increased its Wells Fargo (WFC) stake by 93% in Q2 2019, buying an estimated $14M and bringing the position to 623,053 shares worth $28.8M. The position accounts for 1.11% of the portfolio, ranked #18.

Delek Group first reported a position in WFC in Q4 2017 and has held it in 7 quarters since. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Delek Group held 623,053 shares of Wells Fargo worth $28.8M as of Q2 2019.
  • Delek Group bought 300,000 Wells Fargo shares in Q2 2019, an estimated $14M.
  • Wells Fargo made up 1.11% of Delek Group's portfolio in Q2 2019, its #18 holding.
  • Delek Group first reported a position in Wells Fargo in Q4 2017 and has held it in 7 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Delek Group's 13F filing for Q2 2019, filed 8 Aug 2019.