Loudon Investment Management’s Wells Fargo WFC Stock Holding History

Loudon 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 Q3	–	Sell	-31,025	Closed	-$794K	–	81
2020 Q2	$794K	Buy	31,025 +475	+2%	+$13K	0.69%	39
2020 Q1	$877K	Sell	30,550 -561	-2%	-$23.8K	0.92%	37
2019 Q4	$1.67M	Buy	31,111 +100	+0.3%	+$5.24K	1.3%	28
2019 Q3	$1.56M	Buy	31,011 +4,465	+17%	+$210K	1.32%	28
2019 Q2	$1.26M	Hold	26,546	–	–	1.07%	37
2019 Q1	$1.28M	Hold	26,546	–	–	1.13%	34
2018 Q4	$1.22M	Hold	26,546	–	–	1.16%	29
2018 Q3	$1.4M	Hold	26,546	–	–	1.12%	34
2018 Q2	$1.47M	Hold	26,546	–	–	1.18%	32
2018 Q1	$1.39M	Hold	26,546	–	–	1.11%	38
2017 Q4	$1.61M	Hold	26,546	–	–	1.22%	33
2017 Q3	$1.46M	Sell	26,546 -1,750	-6%	-$93K	1.15%	35
2017 Q2	$1.57M	Hold	28,296	–	–	1.19%	33
2017 Q1	$1.57M	Buy	28,296 +2,200	+8%	+$125K	1.2%	32
2016 Q4	$1.44M	Hold	26,096	–	–	1.12%	33
2016 Q3	$1.16M	Buy	26,096 +52	+0.2%	+$2.49K	0.9%	36
2016 Q2	$1.23M	Hold	26,044	–	–	0.98%	35
2016 Q1	$1.26M	Buy	26,044 +249	+1%	+$12.2K	1.01%	33
2015 Q4	$1.4M	Hold	25,795	–	–	1.13%	31
2015 Q3	$1.32M	Sell	25,795 -13	-0.1%	-$715	1.14%	31
2015 Q2	$1.45M	Buy	25,808 +500	+2%	+$27.9K	1.1%	32
2015 Q1	$1.38M	Buy	25,308 +748	+3%	+$40.4K	1.04%	34
2014 Q4	$1.35M	Hold	24,560	–	–	1.01%	33
2014 Q3	$1.27M	Hold	24,560	–	–	0.91%	38
2014 Q2	$1.29M	Sell	24,560 -180	-0.7%	-$9.05K	0.89%	38
2014 Q1	$1.23M	Hold	24,740	–	–	0.89%	36
2013 Q4	$1.12M	Buy	+24,740	New	+$1.07M	0.82%	37

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Loudon Investment Management's WFC Position: Q3 2020 in Review

Loudon Investment Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 31,025 shares — an estimated $794K sold.

Loudon Investment Management first reported a position in WFC in Q4 2013 and held it in 27 quarters. The position peaked at $1.67M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Loudon Investment Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Loudon Investment Management sold 31,025 Wells Fargo shares in Q3 2020, an estimated $794K.
Loudon Investment Management first reported a position in Wells Fargo in Q4 2013 and held it in 27 quarters.
Loudon Investment Management's Wells Fargo position peaked at $1.67M in Q4 2019.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Loudon Investment Management's 13F filing for Q3 2020, filed 5 Nov 2020.