ECU
WFC icon

Egerton Capital (UK)’s Wells Fargo WFC Stock Holding History

Egerton Capital (UK)’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
2021
Q3 		– Sell
-2,152,827
Closed -$97.5M – 39
2021
Q2 		$97.5M Sell
2,152,827
-2,096,774
-49% -$93.6M 0.48% 31
2021
Q1 		$166M Buy
+4,249,601
New +$150M 0.87% 26
2015
Q3 		– Sell
-2,804,033
Closed -$158M – 37
2015
Q2 		$158M Sell
2,804,033
-2,239,674
-44% -$125M 2% 20
2015
Q1 		$274M Sell
5,043,707
-511,986
-9% -$27.7M 3.76% 11
2014
Q4 		$305M Sell
5,555,693
-1,807,161
-25% -$95.7M 4.08% 10
2014
Q3 		$382M Sell
7,362,854
-1,318,350
-15% -$67.8M 5.14% 5
2014
Q2 		$456M Sell
8,681,204
-2,946,261
-25% -$148M 7.23% 3
2014
Q1 		$578M Buy
11,627,465
+7,268,972
+167% +$339M 8.81% 1
2013
Q4 		$198M Sell
4,358,493
-327,653
-7% -$14.2M 2.98% 13
2013
Q3 		$194M Sell
4,686,146
-403,693
-8% -$17.2M 3.54% 16
2013
Q2 		$210M Buy
+5,089,839
New +$198M 4.66% 7

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Egerton Capital (UK)'s WFC Position: Q3 2021 in Review

Egerton Capital (UK) sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 2,152,827 shares — an estimated $97.5M sold.

Egerton Capital (UK) first reported a position in WFC in Q2 2013 and held it in 11 quarters. The position peaked at $578M in Q1 2014. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Egerton Capital (UK) reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Egerton Capital (UK) sold 2,152,827 Wells Fargo shares in Q3 2021, an estimated $97.5M.
  • Egerton Capital (UK) first reported a position in Wells Fargo in Q2 2013 and held it in 11 quarters.
  • Egerton Capital (UK)'s Wells Fargo position peaked at $578M in Q1 2014.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Egerton Capital (UK)'s 13F filing for Q3 2021, filed 8 Nov 2021.