Harvey Investment Company’s Wells Fargo WFC Stock Holding History

Harvey Investment Company’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 Q1	–	Sell	-4,534	Closed	-$244K	–	88
2019 Q4	$244K	Sell	4,534 -800	-15%	-$41.9K	0.04%	80
2019 Q3	$269K	Hold	5,334	–	–	0.04%	77
2019 Q2	$252K	Buy	5,334 +90	+2%	+$4.21K	0.04%	77
2019 Q1	$253K	Hold	5,244	–	–	0.04%	79
2018 Q4	$242K	Hold	5,244	–	–	0.05%	75
2018 Q3	$276K	Hold	5,244	–	–	0.05%	73
2018 Q2	$291K	Sell	5,244 -100	-2%	-$5.36K	0.05%	72
2018 Q1	$280K	Sell	5,344 -470	-8%	-$27.9K	0.05%	75
2017 Q4	$353K	Hold	5,814	–	–	0.06%	70
2017 Q3	$321K	Sell	5,814 -362	-6%	-$19.2K	0.06%	70
2017 Q2	$342K	Sell	6,176 -450	-7%	-$24.1K	0.07%	70
2017 Q1	$369K	Hold	6,626	–	–	0.08%	69
2016 Q4	$365K	Hold	6,626	–	–	0.08%	71
2016 Q3	$293K	Buy	6,626 +2,000	+43%	+$95.7K	0.06%	71
2016 Q2	$219K	Buy	+4,626	New	+$226K	0.05%	75

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harvey Investment Company's WFC Position: Q1 2020 in Review

Harvey Investment Company sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,534 shares — an estimated $244K sold.

Harvey Investment Company first reported a position in WFC in Q2 2016 and held it in 15 quarters. The position peaked at $369K in Q1 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Harvey Investment Company reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Harvey Investment Company sold 4,534 Wells Fargo shares in Q1 2020, an estimated $244K.
Harvey Investment Company first reported a position in Wells Fargo in Q2 2016 and held it in 15 quarters.
Harvey Investment Company's Wells Fargo position peaked at $369K in Q1 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Harvey Investment Company's 13F filing for Q1 2020, filed 21 Apr 2020.