Echo Street Capital Management’s Wells Fargo WFC Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-9,661	Closed	-$395K	–	421
2023 Q3	$395K	Buy	9,661 +4,561	+89%	+$197K	﹤0.01%	317
2023 Q2	$218K	Buy	+5,100	New	+$205K	﹤0.01%	430
2023 Q1	–	Sell	-14,303	Closed	-$591K	–	614
2022 Q4	$591K	Buy	+14,303	New	+$633K	0.01%	247
2022 Q3	–	Sell	-7,808	Closed	-$306K	–	703
2022 Q2	$306K	Sell	7,808 -13,701	-64%	-$601K	﹤0.01%	422
2022 Q1	$1.04M	Buy	21,509 +12,359	+135%	+$661K	0.01%	218
2021 Q4	$439K	Sell	9,150 -9,326	-50%	-$459K	﹤0.01%	443
2021 Q3	$857K	Buy	+18,476	New	+$855K	0.01%	278
2021 Q2	–	Sell	-11,781	Closed	-$460K	–	710
2021 Q1	$460K	Buy	+11,781	New	+$417K	﹤0.01%	317
2020 Q3	–	Sell	-42,532	Closed	-$1.09M	–	370
2020 Q2	$1.09M	Buy	+42,532	New	+$1.16M	0.01%	251
2014 Q1	–	Sell	-211,317	Closed	-$9.59M	–	138
2013 Q4	$9.59M	Hold	211,317	–	–	0.94%	36
2013 Q3	$8.73M	Sell	211,317 -82,000	-28%	-$3.5M	1.11%	33
2013 Q2	$12.1M	Buy	+293,317	New	+$11.4M	1.84%	23

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Echo Street Capital Management's WFC Position: Q4 2023 in Review

Echo Street Capital Management sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 9,661 shares — an estimated $395K sold.

Echo Street Capital Management first reported a position in WFC in Q2 2013 and held it in 12 quarters. The position peaked at $12.1M in Q2 2013. 2,152 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Echo Street Capital Management reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 9,661 Wells Fargo shares in Q4 2023, an estimated $395K.
Echo Street Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 12 quarters.
Echo Street Capital Management's Wells Fargo position peaked at $12.1M in Q2 2013.
2,152 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.