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EDMP Inc’s Wells Fargo WFC Stock Holding History

EDMP Inc’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
-84,476
Closed -$4.08M – 58
2020
Q1 		$4.08M Buy
+84,476
New +$3.59M 3.62% 7
2016
Q4 		– Sell
-82,868
Closed -$3.67M – 68
2016
Q3 		$3.67M Sell
82,868
-606
-0.7% -$29K 3.51% 9
2016
Q2 		$3.95M Sell
83,474
-1,002
-1% -$48.9K 3.84% 6
2016
Q1 		$4.08M Sell
84,476
-1,600
-2% -$78.3K 3.91% 5
2015
Q4 		$4.68M Sell
86,076
-284
-0.3% -$15.4K 4.49% 4
2015
Q3 		$4.43M Sell
86,360
-963
-1% -$53K 4.51% 3
2015
Q2 		$4.91M Sell
87,323
-1,944
-2% -$108K 4.7% 4
2015
Q1 		$4.86M Sell
89,267
-202
-0.2% -$10.9K 4.47% 6
2014
Q4 		$4.91M Sell
89,469
-3,585
-4% -$190K 4.59% 5
2014
Q3 		$4.83M Buy
93,054
+471
+0.5% +$24.2K 4.53% 3
2014
Q2 		$4.87M Buy
92,583
+276
+0.3% +$13.9K 4.56% 4
2014
Q1 		$4.59M Sell
92,307
-6,300
-6% -$293K 4.24% 4
2013
Q4 		$4.48M Buy
98,607
+3,420
+4% +$148K 3.95% 8
2013
Q3 		$3.93M Buy
+95,187
New +$4.06M 3.96% 11

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

EDMP Inc's WFC Position: Q2 2020 in Review

EDMP Inc sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 84,476 shares — an estimated $4.08M sold.

EDMP Inc first reported a position in WFC in Q3 2013 and held it in 14 quarters. The position peaked at $4.91M in Q2 2015. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • EDMP Inc reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • EDMP Inc sold 84,476 Wells Fargo shares in Q2 2020, an estimated $4.08M.
  • EDMP Inc first reported a position in Wells Fargo in Q3 2013 and held it in 14 quarters.
  • EDMP Inc's Wells Fargo position peaked at $4.91M in Q2 2015.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on EDMP Inc's 13F filing for Q2 2020, filed 20 Jul 2020.