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Lakewood Capital Management’s Wells Fargo WFC Stock Holding History

Lakewood 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
2021
Q2 		– Sell
-345,000
Closed -$13.5M – 72
2021
Q1 		$13.5M Sell
345,000
-331,500
-49% -$11.7M 0.57% 42
2020
Q4 		$20.4M Sell
676,500
-164,000
-20% -$4.25M 0.96% 33
2020
Q3 		$19.8M Hold
840,500
– – 0.95% 38
2020
Q2 		$21.5M Buy
+840,500
New +$23M 0.92% 37

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lakewood Capital Management's WFC Position: Q3 2019 in Review

Lakewood Capital Management sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 1,074,365 shares — an estimated $50.8M sold.

Lakewood Capital Management first reported a position in WFC in Q2 2019 and held it in 1 quarter. The position peaked at $50.8M in Q2 2019. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Lakewood Capital Management reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Lakewood Capital Management sold 1,074,365 Wells Fargo shares in Q3 2019, an estimated $50.8M.
  • Lakewood Capital Management first reported a position in Wells Fargo in Q2 2019 and held it in 1 quarter.
  • Lakewood Capital Management's Wells Fargo position peaked at $50.8M in Q2 2019.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Lakewood Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.