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Lumbard & Kellner’s Wells Fargo WFC Stock Holding History

Lumbard & Kellner’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
2022
Q1 		– Sell
-8,154
Closed -$391K – 98
2021
Q4 		$391K Sell
8,154
-3,987
-33% -$196K 0.15% 70
2021
Q3 		$563K Sell
12,141
-349
-3% -$16.2K 0.22% 66
2021
Q2 		$566K Sell
12,490
-366
-3% -$16.3K 0.22% 67
2021
Q1 		$502K Sell
12,856
-308
-2% -$10.9K 0.18% 71
2020
Q4 		$397K Buy
+13,164
New +$341K 0.16% 77

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lumbard & Kellner's WFC Position: Q1 2022 in Review

Lumbard & Kellner sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 8,154 shares — an estimated $391K sold.

Lumbard & Kellner first reported a position in WFC in Q4 2020 and held it in 5 quarters. The position peaked at $566K in Q2 2021. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Lumbard & Kellner reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Lumbard & Kellner sold 8,154 Wells Fargo shares in Q1 2022, an estimated $391K.
  • Lumbard & Kellner first reported a position in Wells Fargo in Q4 2020 and held it in 5 quarters.
  • Lumbard & Kellner's Wells Fargo position peaked at $566K in Q2 2021.
  • 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Lumbard & Kellner's 13F filing for Q1 2022, filed 13 May 2022.