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Leon Cooperman’s Wells Fargo WFC Stock Holding History

Leon Cooperman’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
Q1 		– Sell
-393,600
Closed -$21.2M – 62
2019
Q4 		$21.2M Sell
393,600
-1,400
-0.4% -$73.3K 1.13% 31
2019
Q3 		$19.9M Hold
395,000
– – 1.18% 29
2019
Q2 		$18.7M Buy
+395,000
New +$18.5M 1.11% 29
2013
Q3 		– Sell
-1,654,900
Closed -$68.3M – 82
2013
Q2 		$68.3M Buy
+1,654,900
New +$64.5M 1.05% 35

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Leon Cooperman's WFC Position: Q1 2020 in Review

Leon Cooperman sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 393,600 shares — an estimated $21.2M sold.

Leon Cooperman first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $68.3M in Q2 2013. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Leon Cooperman reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Leon Cooperman sold 393,600 Wells Fargo shares in Q1 2020, an estimated $21.2M.
  • Leon Cooperman first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
  • Leon Cooperman's Wells Fargo position peaked at $68.3M in Q2 2013.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Cooperman Leon G's 13F filing for Q1 2020, filed 15 May 2020.