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Lourd Capital’s Wells Fargo WFC Stock Holding History

Lourd Capital’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
2019
Q2 		$8.44M Buy
178,340
+144,588
+428% +$6.76M 0.78% 10
2019
Q1 		$1.63M Sell
33,752
-1,603,368
-98% -$78.9M 0.16% 24
2018
Q4 		$75.4M Sell
1,637,120
-1,225
-0.1% -$62.7K 5.83% 4
2018
Q3 		$86.1M Sell
1,638,345
-6,884
-0.4% -$393K 5.58% 4
2018
Q2 		$91.2M Sell
1,645,229
-2,110
-0.1% -$113K 12.79% 3
2018
Q1 		$86.3M Sell
1,647,339
-1,933
-0.1% -$115K 11.6% 3
2017
Q4 		$100M Buy
1,649,272
+1,606,711
+3,775% +$90.7M 6.51% 4
2017
Q3 		$2.35M Buy
42,561
+431
+1% +$22.9K 0.21% 16
2017
Q2 		$2.33M Buy
42,130
+268
+0.6% +$14.4K 0.22% 15
2017
Q1 		$2.33M Buy
41,862
+138
+0.3% +$7.83K 0.22% 14
2016
Q4 		$2.3M Sell
41,724
-357
-0.8% -$18K 0.23% 16
2016
Q3 		$1.86M Sell
42,081
-1,173
-3% -$56.1K 0.21% 22
2016
Q2 		$2.05M Buy
43,254
+1,554
+4% +$75.8K 0.58% 18
2016
Q1 		$2.02M Buy
41,700
+897
+2% +$43.9K 0.22% 18
2015
Q4 		$2.22M Buy
40,803
+560
+1% +$30.4K 0.23% 24
2015
Q3 		$2.07M Buy
40,243
+788
+2% +$43.3K 0.22% 23
2015
Q2 		$2.22M Buy
39,455
+106
+0.3% +$5.91K 0.23% 24
2015
Q1 		$2.14M Buy
39,349
+780
+2% +$42.2K 0.21% 24
2014
Q4 		$2.11M Buy
38,569
+623
+2% +$33K 0.2% 23
2014
Q3 		$1.97M Buy
37,946
+1,784
+5% +$91.8K 0.2% 24
2014
Q2 		$1.9M Buy
36,162
+122
+0.3% +$6.13K 0.2% 24
2014
Q1 		$1.79M Sell
36,040
-1,400
-4% -$65.2K 0.2% 24
2013
Q4 		$1.7M Hold
37,440
– – 0.19% 27
2013
Q3 		$1.55M Hold
37,440
– – 0.18% 25
2013
Q2 		$1.54M Buy
+37,440
New +$1.46M 0.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lourd Capital's WFC Position: Q2 2019 in Review

Lourd Capital increased its Wells Fargo (WFC) stake by 428% in Q2 2019, buying an estimated $6.76M and bringing the position to 178,340 shares worth $8.44M. The position accounts for 0.78% of the portfolio, ranked #10.

Lourd Capital first reported a position in WFC in Q2 2013 and has held it in 25 quarters since. The position peaked at $100M in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Lourd Capital held 178,340 shares of Wells Fargo worth $8.44M as of Q2 2019.
  • Lourd Capital bought 144,588 Wells Fargo shares in Q2 2019, an estimated $6.76M.
  • Wells Fargo made up 0.78% of Lourd Capital's portfolio in Q2 2019, its #10 holding.
  • Lourd Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's Wells Fargo position peaked at $100M in Q4 2017.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.