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EdgePoint Investment Group’s Wells Fargo WFC Stock Holding History

EdgePoint Investment 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
2020
Q2 		– Sell
-15,730,967
Closed -$451M – 42
2020
Q1 		$451M Buy
15,730,967
+503,421
+3% +$21.4M 6.41% 6
2019
Q4 		$816M Sell
15,227,546
-1,513,132
-9% -$79.3M 7.47% 3
2019
Q3 		$844M Sell
16,740,678
-60,465
-0.4% -$2.85M 8.26% 2
2019
Q2 		$795M Buy
16,801,143
+612,837
+4% +$28.7M 7.94% 3
2019
Q1 		$782M Buy
16,188,306
+576,259
+4% +$28.3M 8.57% 1
2018
Q4 		$719M Buy
15,612,047
+1,546,602
+11% +$79.2M 8.54% 1
2018
Q3 		$739M Buy
14,065,445
+988,008
+8% +$56.4M 8.39% 2
2018
Q2 		$725M Buy
13,077,437
+691,477
+6% +$37M 9.02% 1
2018
Q1 		$649M Buy
12,385,960
+499,225
+4% +$29.7M 9.23% 1
2017
Q4 		$721M Buy
11,886,735
+823,277
+7% +$46.5M 10.3% 1
2017
Q3 		$610M Buy
11,063,458
+927,971
+9% +$49.3M 9.12% 1
2017
Q2 		$562M Buy
10,135,487
+1,060,900
+12% +$56.8M 8.89% 1
2017
Q1 		$505M Buy
9,074,587
+1,018,845
+13% +$57.8M 8.53% 1
2016
Q4 		$444M Buy
8,055,742
+21,584
+0.3% +$1.09M 7.46% 1
2016
Q3 		$356M Buy
8,034,158
+1,765,896
+28% +$84.5M 5.82% 4
2016
Q2 		$297M Sell
6,268,262
-212,109
-3% -$10.3M 5.18% 6
2016
Q1 		$313M Buy
6,480,371
+339,295
+6% +$16.6M 5.43% 5
2015
Q4 		$334M Buy
6,141,076
+851,418
+16% +$46.2M 6.47% 2
2015
Q3 		$272M Buy
5,289,658
+303,620
+6% +$16.7M 5.4% 4
2015
Q2 		$280M Buy
4,986,038
+170,981
+4% +$9.53M 5.46% 5
2015
Q1 		$262M Sell
4,815,057
-112,152
-2% -$6.06M 5.78% 4
2014
Q4 		$270M Sell
4,927,209
-67,255
-1% -$3.56M 6.59% 3
2014
Q3 		$259M Sell
4,994,464
-41,999
-0.8% -$2.16M 6.55% 3
2014
Q2 		$265M Sell
5,036,463
-121,138
-2% -$6.09M 6.13% 3
2014
Q1 		$257M Hold
5,157,601
– – 5.98% 2
2013
Q4 		$234M Buy
5,157,601
+851,777
+20% +$36.8M 6.08% 2
2013
Q3 		$178M Sell
4,305,824
-91,176
-2% -$3.89M 5.2% 4
2013
Q2 		$181M Buy
+4,397,000
New +$171M 6.03% 2

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

EdgePoint Investment Group's WFC Position: Q2 2020 in Review

EdgePoint Investment Group sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 15,730,967 shares — an estimated $451M sold.

EdgePoint Investment Group first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $844M in Q3 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • EdgePoint Investment Group reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • EdgePoint Investment Group sold 15,730,967 Wells Fargo shares in Q2 2020, an estimated $451M.
  • EdgePoint Investment Group first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • EdgePoint Investment Group's Wells Fargo position peaked at $844M in Q3 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on EdgePoint Investment Group's 13F filing for Q2 2020, filed 12 Aug 2020.