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Focused Investors’s Wells Fargo WFC Stock Holding History

Focused Investors’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
2019
Q2 		– Sell
-681,800
Closed -$32.9M – 22
2019
Q1 		$32.9M Sell
681,800
-28,000
-4% -$1.38M 1.44% 22
2018
Q4 		$32.7M Sell
709,800
-33,800
-5% -$1.73M 1.5% 22
2018
Q3 		$39.1M Sell
743,600
-8,300
-1% -$474K 1.54% 22
2018
Q2 		$41.7M Sell
751,900
-18,100
-2% -$970K 1.79% 22
2018
Q1 		$40.4M Sell
770,000
-23,200
-3% -$1.38M 1.77% 22
2017
Q4 		$48.1M Sell
793,200
-24,500
-3% -$1.38M 1.96% 22
2017
Q3 		$45.1M Sell
817,700
-22,600
-3% -$1.2M 1.91% 23
2017
Q2 		$46.6M Sell
840,300
-196,600
-19% -$10.5M 1.98% 22
2017
Q1 		$57.7M Sell
1,036,900
-2,600
-0.3% -$148K 2.08% 21
2016
Q4 		$57.3M Sell
1,039,500
-790,000
-43% -$39.7M 2.18% 21
2016
Q3 		$81M Sell
1,829,500
-17,400
-0.9% -$833K 3.21% 20
2016
Q2 		$87.4M Sell
1,846,900
-30,900
-2% -$1.51M 3.44% 18
2016
Q1 		$90.8M Sell
1,877,800
-37,300
-2% -$1.83M 3.49% 14
2015
Q4 		$104M Sell
1,915,100
-159,100
-8% -$8.64M 4.01% 12
2015
Q3 		$107M Sell
2,074,200
-25,700
-1% -$1.41M 3.9% 11
2015
Q2 		$118M Sell
2,099,900
-21,000
-1% -$1.17M 4.1% 11
2015
Q1 		$115M Buy
2,120,900
+53,800
+3% +$2.91M 4% 13
2014
Q4 		$113M Sell
2,067,100
-126,600
-6% -$6.7M 4.11% 11
2014
Q3 		$114M Sell
2,193,700
-13,700
-0.6% -$705K 4.19% 12
2014
Q2 		$116M Sell
2,207,400
-10,700
-0.5% -$538K 4.35% 12
2014
Q1 		$110M Sell
2,218,100
-69,000
-3% -$3.21M 4.37% 10
2013
Q4 		$104M Buy
2,287,100
+4,900
+0.2% +$212K 4.07% 12
2013
Q3 		$94.3M Buy
2,282,200
+89,000
+4% +$3.8M 4.05% 11
2013
Q2 		$90.5M Buy
+2,193,200
New +$85.5M 3.93% 11

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Focused Investors's WFC Position: Q2 2019 in Review

Focused Investors sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 681,800 shares — an estimated $32.9M sold.

Focused Investors first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $118M in Q2 2015. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Focused Investors reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Focused Investors sold 681,800 Wells Fargo shares in Q2 2019, an estimated $32.9M.
  • Focused Investors first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Focused Investors's Wells Fargo position peaked at $118M in Q2 2015.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Focused Investors's 13F filing for Q2 2019, filed 16 Jul 2019.