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Donald L. Hagan LLC’s Wells Fargo WFC Stock Holding History

Donald L. Hagan LLC’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
-51,679
Closed -$2.53M – 103
2019
Q4 		$2.53M Buy
+51,679
New +$2.71M 2.2% 9
2016
Q2 		– Sell
-1,000
Closed -$48K – 306
2016
Q1 		$48K Buy
+1,000
New +$49K 0.04% 142
2015
Q4 		– Sell
-1,200
Closed -$62K – 302
2015
Q3 		$62K Buy
+1,200
New +$66K 0.06% 125

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

Donald L. Hagan LLC's WFC Position: Q1 2020 in Review

Donald L. Hagan LLC sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 51,679 shares — an estimated $2.53M sold.

Donald L. Hagan LLC first reported a position in WFC in Q3 2015 and held it in 3 quarters. The position peaked at $2.53M in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Donald L. Hagan LLC reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Donald L. Hagan LLC sold 51,679 Wells Fargo shares in Q1 2020, an estimated $2.53M.
  • Donald L. Hagan LLC first reported a position in Wells Fargo in Q3 2015 and held it in 3 quarters.
  • Donald L. Hagan LLC's Wells Fargo position peaked at $2.53M in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Donald L. Hagan LLC's 13F filing for Q1 2020, filed 17 Apr 2020.