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Madison Investment Holdings’s Wells Fargo WFC Stock Holding History

Madison Investment Holdings’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
Q3 		$423K Sell
8,394
-65
-0.8% -$3.06K 0.01% 265
2019
Q2 		$400K Sell
8,459
-398,118
-98% -$18.6M 0.01% 206
2019
Q1 		$19.6M Buy
406,577
+28,803
+8% +$1.42M 0.36% 96
2018
Q4 		$17.4M Sell
377,774
-8,225
-2% -$421K 0.35% 103
2018
Q3 		$20.3M Buy
385,999
+58,733
+18% +$3.35M 0.35% 100
2018
Q2 		$18.1M Sell
327,266
-6,136
-2% -$329K 0.32% 103
2018
Q1 		$17.5M Buy
333,402
+113,240
+51% +$6.73M 0.31% 105
2017
Q4 		$13.4M Buy
220,162
+58,375
+36% +$3.3M 0.23% 128
2017
Q3 		$8.92M Sell
161,787
-3,740
-2% -$199K 0.16% 146
2017
Q2 		$9.17M Buy
165,527
+335
+0.2% +$17.9K 0.17% 145
2017
Q1 		$9.2M Sell
165,192
-71,910
-30% -$4.08M 0.17% 143
2016
Q4 		$13.1M Sell
237,102
-179,617
-43% -$9.03M 0.25% 121
2016
Q3 		$18.5M Sell
416,719
-217,770
-34% -$10.4M 0.36% 94
2016
Q2 		$30M Buy
634,489
+8,170
+1% +$398K 0.62% 57
2016
Q1 		$30.3M Sell
626,319
-83,857
-12% -$4.11M 0.64% 58
2015
Q4 		$38.6M Sell
710,176
-35,790
-5% -$1.94M 0.84% 39
2015
Q3 		$38.3M Buy
745,966
+85,848
+13% +$4.72M 0.84% 34
2015
Q2 		$37.1M Buy
660,118
+13,350
+2% +$744K 0.75% 43
2015
Q1 		$35.2M Buy
646,768
+36,920
+6% +$2M 0.69% 50
2014
Q4 		$33.4M Sell
609,848
-51,740
-8% -$2.74M 0.72% 49
2014
Q3 		$34.3M Sell
661,588
-30,385
-4% -$1.56M 0.76% 47
2014
Q2 		$36.4M Sell
691,973
-49,175
-7% -$2.47M 0.75% 48
2014
Q1 		$36.9M Sell
741,148
-16,777
-2% -$781K 0.7% 53
2013
Q4 		$34.4M Buy
757,925
+15,390
+2% +$665K 0.67% 62
2013
Q3 		$30.7M Sell
742,535
-113,908
-13% -$4.86M 0.65% 64
2013
Q2 		$35.3M Buy
+856,443
New +$33.4M 0.77% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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

Madison Investment Holdings's WFC Position: Q3 2019 in Review

Madison Investment Holdings reduced its Wells Fargo (WFC) stake by 0.77% in Q3 2019, selling an estimated $3.06K and leaving 8,394 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #265.

Madison Investment Holdings first reported a position in WFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $38.6M in Q4 2015. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Madison Investment Holdings held 8,394 shares of Wells Fargo worth $423K as of Q3 2019.
  • Madison Investment Holdings sold 65 Wells Fargo shares in Q3 2019, an estimated $3.06K.
  • Wells Fargo made up 0.01% of Madison Investment Holdings's portfolio in Q3 2019, its #265 holding.
  • Madison Investment Holdings first reported a position in Wells Fargo in Q2 2013 and has held it in 26 quarters since.
  • Madison Investment Holdings's Wells Fargo position peaked at $38.6M in Q4 2015.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.