KCM
WFC icon

Kensico Capital Management’s Wells Fargo WFC Stock Holding History

Kensico Capital 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
2014
Q1 		– Sell
-610,000
Closed -$27.7M – 40
2013
Q4 		$27.7M Buy
+610,000
New +$26.3M 0.63% 26

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kensico Capital Management's WFC Position: Q1 2014 in Review

Kensico Capital Management sold out of Wells Fargo (WFC) in Q1 2014, closing a stake of 610,000 shares — an estimated $27.7M sold.

Kensico Capital Management first reported a position in WFC in Q4 2013 and held it in 1 quarter. The position peaked at $27.7M in Q4 2013. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

  • Kensico Capital Management reported no remaining Wells Fargo position as of Q1 2014 after selling out during the quarter.
  • Kensico Capital Management sold 610,000 Wells Fargo shares in Q1 2014, an estimated $27.7M.
  • Kensico Capital Management first reported a position in Wells Fargo in Q4 2013 and held it in 1 quarter.
  • Kensico Capital Management's Wells Fargo position peaked at $27.7M in Q4 2013.
  • 1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on Kensico Capital Management's 13F filing for Q1 2014, filed 15 May 2014.