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Moon Capital Management (Tennessee)’s Wells Fargo WFC Stock Holding History

Moon Capital Management (Tennessee)’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
Q2 		$2.59M Buy
101,158
+2,005
+2% +$54.9K 3.14% 17
2020
Q1 		$2.85M Buy
99,153
+16,670
+20% +$709K 3.91% 12
2019
Q4 		$4.44M Buy
82,483
+1,340
+2% +$70.2K 4.62% 6
2019
Q3 		$3K Buy
+81,143
New +$3.82M 0.04% 35
2018
Q4 		– Sell
-3,858
Closed -$202K – 50
2018
Q3 		$202K Hold
3,858
– – 0.2% 49
2018
Q2 		$214K Hold
3,858
– – 0.23% 46
2018
Q1 		$202K Hold
3,858
– – 0.24% 42
2017
Q4 		$234K Hold
3,858
– – 0.24% 44
2017
Q3 		$213K Hold
3,858
– – 0.25% 41
2017
Q2 		$214K Sell
3,858
-305
-7% -$16.3K 0.23% 42
2017
Q1 		$232K Buy
+4,163
New +$236K 0.27% 38
2016
Q4 		– Sell
-4,663
Closed -$206K – 45
2016
Q3 		$206K Buy
4,663
+500
+12% +$23.9K 0.29% 42
2016
Q2 		$197K Hold
4,163
– – 0.25% 47
2016
Q1 		$201K Hold
4,163
– – 0.26% 44
2015
Q4 		$226K Buy
4,163
+153
+4% +$8.31K 0.3% 39
2015
Q3 		$206K Sell
4,010
-3,153
-44% -$173K 0.3% 35
2015
Q2 		$403K Hold
7,163
– – 0.55% 29
2015
Q1 		$390K Hold
7,163
– – 0.6% 27
2014
Q4 		$393K Hold
7,163
– – 0.56% 30
2014
Q3 		$372K Hold
7,163
– – 0.62% 26
2014
Q2 		$376K Hold
7,163
– – 0.59% 27
2014
Q1 		$356K Hold
7,163
– – 0.48% 31
2013
Q4 		$325K Buy
7,163
+535
+8% +$23.1K 0.47% 33
2013
Q3 		$274K Buy
+6,628
New +$283K 0.39% 37

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Moon Capital Management (Tennessee)'s WFC Position: Q2 2020 in Review

Moon Capital Management (Tennessee) increased its Wells Fargo (WFC) stake by 2% in Q2 2020, buying an estimated $54.9K and bringing the position to 101,158 shares worth $2.59M. The position accounts for 3.14% of the portfolio, ranked #17.

Moon Capital Management (Tennessee) first reported a position in WFC in Q3 2013 and has held it in 24 quarters since. The position peaked at $4.44M in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Moon Capital Management (Tennessee) held 101,158 shares of Wells Fargo worth $2.59M as of Q2 2020.
  • Moon Capital Management (Tennessee) bought 2,005 Wells Fargo shares in Q2 2020, an estimated $54.9K.
  • Wells Fargo made up 3.14% of Moon Capital Management (Tennessee)'s portfolio in Q2 2020, its #17 holding.
  • Moon Capital Management (Tennessee) first reported a position in Wells Fargo in Q3 2013 and has held it in 24 quarters since.
  • Moon Capital Management (Tennessee)'s Wells Fargo position peaked at $4.44M in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q2 2020, filed 24 Aug 2020.