Hellman Jordan Management Company’s Wells Fargo WFC Stock Holding History

Hellman Jordan Management 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
2022 Q4	$650K	Buy	+15,733	New	+$696K	1.1%	33
2022 Q2	–	Sell	-23,900	Closed	-$1.16M	–	71
2022 Q1	$1.16M	Buy	+23,900	New	+$1.28M	1.26%	29

Other funds holding WFC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Hellman Jordan Management Company's WFC Position: Q4 2022 in Review

Hellman Jordan Management Company opened a new position in Wells Fargo (WFC) in Q4 2022: 15,733 shares worth $650K. The stake represents 1.1% of the portfolio and ranks #33 among its holdings. This is a return to the name: Hellman Jordan Management Company previously reported a position in WFC as recently as Q1 2022.

Hellman Jordan Management Company first reported a position in WFC in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.16M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Hellman Jordan Management Company held 15,733 shares of Wells Fargo worth $650K as of Q4 2022.
Wells Fargo was a new Hellman Jordan Management Company position in Q4 2022.
Wells Fargo made up 1.1% of Hellman Jordan Management Company's portfolio in Q4 2022, its #33 holding.
Hellman Jordan Management Company first reported a position in Wells Fargo in Q1 2022 and has held it in 2 quarters since.
Hellman Jordan Management Company's Wells Fargo position peaked at $1.16M in Q1 2022.
2,067 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.