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Jupiter Investment Management’s Wells Fargo WFC Stock Holding History

Jupiter Investment Management’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 		$2.55M Buy
+99,578
New +$2.72M 0.04% 232
2019
Q2 		– Sell
-26,574
Closed -$1.28M – 428
2019
Q1 		$1.28M Sell
26,574
-9,589
-27% -$472K 0.01% 240
2018
Q4 		$1.67M Sell
36,163
-1,374
-4% -$70.4K 0.01% 216
2018
Q3 		$1.97M Hold
37,537
– – 0.01% 228
2018
Q2 		$2.08M Sell
37,537
-6,162
-14% -$330K 0.01% 243
2018
Q1 		$2.29M Sell
43,699
-14,056
-24% -$835K 0.02% 234
2017
Q4 		$3.5M Buy
57,755
+7,802
+16% +$441K 0.03% 202
2017
Q3 		$2.75M Sell
49,953
-7,958
-14% -$423K 0.03% 186
2017
Q2 		$3.21M Hold
57,911
– – 0.04% 201
2017
Q1 		$3.22M Hold
57,911
– – 0.05% 182
2016
Q4 		$3.19M Sell
57,911
-21,579
-27% -$1.09M 0.06% 170
2016
Q3 		$3.52M Sell
79,490
-32,474
-29% -$1.55M 0.06% 189
2016
Q2 		$5.3M Hold
111,964
– – 0.1% 174
2016
Q1 		$5.41M Hold
111,964
– – 0.11% 169
2015
Q4 		$6.09M Hold
111,964
– – 0.16% 130
2015
Q3 		$5.75M Buy
111,964
+143
+0.1% +$7.86K 0.16% 128
2015
Q2 		$6.29M Hold
111,821
– – 0.18% 94
2015
Q1 		$6.08M Sell
111,821
-2,394
-2% -$129K 0.19% 101
2014
Q4 		$6.26M Buy
114,215
+28,505
+33% +$1.51M 0.22% 111
2014
Q3 		$4.45M Buy
85,710
+3,251
+4% +$167K 0.22% 104
2014
Q2 		$4.33M Buy
82,459
+21,650
+36% +$1.09M 0.24% 105
2014
Q1 		$3.02M Buy
60,809
+17,653
+41% +$822K 0.2% 122
2013
Q4 		$1.96M Sell
43,156
-1,987
-4% -$85.8K 0.17% 167
2013
Q3 		$1.86M Sell
45,143
-38,973
-46% -$1.66M 0.18% 171
2013
Q2 		$3.47M Buy
+84,116
New +$3.28M 0.42% 104

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jupiter Investment Management's WFC Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Wells Fargo (WFC) in Q2 2020: 99,578 shares worth $2.55M. The stake represents 0.04% of the portfolio and ranks #232 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in WFC as recently as Q1 2019.

Jupiter Investment Management first reported a position in WFC in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.29M in Q2 2015. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Jupiter Investment Management held 99,578 shares of Wells Fargo worth $2.55M as of Q2 2020.
  • Wells Fargo was a new Jupiter Investment Management position in Q2 2020.
  • Wells Fargo made up 0.04% of Jupiter Investment Management's portfolio in Q2 2020, its #232 holding.
  • Jupiter Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 25 quarters since.
  • Jupiter Investment Management's Wells Fargo position peaked at $6.29M in Q2 2015.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.