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Murray Stahl’s Wells Fargo WFC Stock Holding History

Murray Stahl’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
Q1 		– Sell
-3,936
Closed -$212K – 481
2019
Q4 		$212K Buy
+3,936
New +$206K 0.01% 452
2019
Q3 		– Sell
-6,383
Closed -$302K – 493
2019
Q2 		$302K Sell
6,383
-675
-10% -$31.6K 0.01% 408
2019
Q1 		$341K Buy
+7,058
New +$347K 0.01% 375

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Murray Stahl's WFC Position: Q1 2020 in Review

Murray Stahl sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,936 shares — an estimated $212K sold.

Murray Stahl first reported a position in WFC in Q1 2019 and held it in 3 quarters. The position peaked at $341K in Q1 2019. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Murray Stahl reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Murray Stahl sold 3,936 Wells Fargo shares in Q1 2020, an estimated $212K.
  • Murray Stahl first reported a position in Wells Fargo in Q1 2019 and held it in 3 quarters.
  • Murray Stahl's Wells Fargo position peaked at $341K in Q1 2019.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.