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Hemenway Trust Hemenway Trust’s Wells Fargo WFC Stock Holding History

Hemenway Trust Hemenway Trust’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
-6,294
Closed -$339K – 132
2019
Q4 		$339K Buy
6,294
+762
+14% +$39.9K 0.05% 106
2019
Q3 		$279K Buy
+5,532
New +$261K 0.04% 109
2017
Q1 		– Sell
-2,759
Closed -$152K – 153
2016
Q4 		$152K Buy
+2,759
New +$139K 0.04% 122
2016
Q2 		– Sell
-11,072
Closed -$535K – 126
2016
Q1 		$535K Buy
11,072
+350
+3% +$17.1K 0.14% 80
2015
Q4 		$583K Sell
10,722
-1,237
-10% -$67.2K 0.15% 83
2015
Q3 		$614K Buy
11,959
+800
+7% +$44K 0.17% 84
2015
Q2 		$628K Buy
11,159
+1,150
+11% +$64.1K 0.16% 93
2015
Q1 		$544K Buy
10,009
+7,340
+275% +$397K 0.14% 98
2014
Q4 		$146K Hold
2,669
– – 0.04% 158
2014
Q3 		$138K Hold
2,669
– – 0.04% 158
2014
Q2 		$140K Buy
2,669
+500
+23% +$25.1K 0.04% 162
2014
Q1 		$108K Sell
2,169
-100
-4% -$4.66K 0.03% 159
2013
Q4 		$103K Buy
2,269
+1,680
+285% +$72.6K 0.03% 161
2013
Q3 		$24K Hold
589
– – 0.01% 160
2013
Q2 		$24K Buy
+589
New +$23K 0.01% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hemenway Trust Hemenway Trust's WFC Position: Q1 2020 in Review

Hemenway Trust Hemenway Trust sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,294 shares — an estimated $339K sold.

Hemenway Trust Hemenway Trust first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $628K in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Hemenway Trust Hemenway Trust reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Hemenway Trust Hemenway Trust sold 6,294 Wells Fargo shares in Q1 2020, an estimated $339K.
  • Hemenway Trust Hemenway Trust first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Hemenway Trust Hemenway Trust's Wells Fargo position peaked at $628K in Q2 2015.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2020, filed 7 May 2020.