General Pension Society PZU Joint Stock’s Wells Fargo WFC Stock Holding History

General Pension Society PZU Joint Stock’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
2016 Q4	–	Sell	-81,700	Closed	-$3.62M	–	17
2016 Q3	$3.62M	Hold	81,700	–	–	1.98%	17
2016 Q2	$3.87M	Hold	81,700	–	–	2.99%	12
2016 Q1	$3.95M	Hold	81,700	–	–	2.79%	14
2015 Q4	$4.44M	Hold	81,700	–	–	3.35%	14
2015 Q3	$4.2M	Hold	81,700	–	–	3.48%	12
2015 Q2	$4.59M	Hold	81,700	–	–	3.64%	11
2015 Q1	$4.44M	Sell	81,700 -25,000	-23%	-$1.35M	3.45%	12
2014 Q4	$5.85M	Sell	106,700 -77,200	-42%	-$4.09M	3.62%	13
2014 Q3	$9.54M	Hold	183,900	–	–	4.29%	13
2014 Q2	$9.67M	Hold	183,900	–	–	4.1%	11
2014 Q1	$9.15M	Hold	183,900	–	–	4.09%	11
2013 Q4	$8.37M	Sell	183,900 -244,000	-57%	-$10.5M	5.53%	7
2013 Q3	$17.7M	Buy	427,900 +40,000	+10%	+$1.71M	6.34%	3
2013 Q2	$16M	Buy	+387,900	New	+$15.1M	11.28%	4

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

General Pension Society PZU Joint Stock's WFC Position: Q4 2016 in Review

General Pension Society PZU Joint Stock sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 81,700 shares — an estimated $3.62M sold.

General Pension Society PZU Joint Stock first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $17.7M in Q3 2013. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

General Pension Society PZU Joint Stock reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
General Pension Society PZU Joint Stock sold 81,700 Wells Fargo shares in Q4 2016, an estimated $3.62M.
General Pension Society PZU Joint Stock first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
General Pension Society PZU Joint Stock's Wells Fargo position peaked at $17.7M in Q3 2013.
1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on General Pension Society PZU Joint Stock's 13F filing for Q4 2016, filed 17 Mar 2025.