Hudson Edge Investment Partners’s Wells Fargo WFC Stock Holding History

Hudson Edge Investment Partners’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 Q2	–	Sell	-132,962	Closed	-$3.82M	–	138
2020 Q1	$3.82M	Buy	132,962 +12,167	+10%	+$517K	1.45%	40
2019 Q4	$6.5M	Buy	120,795 +3,135	+3%	+$164K	1.71%	28
2019 Q3	$5.93M	Buy	+117,660	New	+$5.54M	1.67%	27
2018 Q3	–	Sell	-194,581	Closed	-$10.8M	–	156
2018 Q2	$10.8M	Sell	194,581 -43,658	-18%	-$2.34M	2.01%	11
2018 Q1	$12.5M	Buy	+238,239	New	+$14.2M	1.89%	29
2013 Q3	–	Sell	-5,170	Closed	-$213K	–	146
2013 Q2	$213K	Buy	+5,170	New	+$201K	0.01%	140

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hudson Edge Investment Partners's WFC Position: Q2 2020 in Review

Hudson Edge Investment Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 132,962 shares — an estimated $3.82M sold.

Hudson Edge Investment Partners first reported a position in WFC in Q2 2013 and held it in 6 quarters. The position peaked at $12.5M in Q1 2018. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Hudson Edge Investment Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Hudson Edge Investment Partners sold 132,962 Wells Fargo shares in Q2 2020, an estimated $3.82M.
Hudson Edge Investment Partners first reported a position in Wells Fargo in Q2 2013 and held it in 6 quarters.
Hudson Edge Investment Partners's Wells Fargo position peaked at $12.5M in Q1 2018.
1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2020, filed 10 Aug 2020.