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JDC-JSC’s Wells Fargo WFC Stock Holding History

JDC-JSC’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
Q3 		$376K Buy
16,000
+4,400
+38% +$108K 1.8% 18
2020
Q2 		$297K Buy
+11,600
New +$317K 0.49% 20

Other funds holding WFC

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

JDC-JSC's WFC Position: Q3 2020 in Review

JDC-JSC increased its Wells Fargo (WFC) stake by 38% in Q3 2020, buying an estimated $108K and bringing the position to 16,000 shares worth $376K. The position accounts for 1.8% of the portfolio, ranked #18.

JDC-JSC first reported a position in WFC in Q2 2020 and has held it in 2 quarters since. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • JDC-JSC held 16,000 shares of Wells Fargo worth $376K as of Q3 2020.
  • JDC-JSC bought 4,400 Wells Fargo shares in Q3 2020, an estimated $108K.
  • Wells Fargo made up 1.8% of JDC-JSC's portfolio in Q3 2020, its #18 holding.
  • JDC-JSC first reported a position in Wells Fargo in Q2 2020 and has held it in 2 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.