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Packer & Co’s Wells Fargo WFC Stock Holding History

Packer & Co’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
-767,300
Closed -$41.3M – 22
2019
Q4 		$41.3M Buy
767,300
+107,500
+16% +$5.63M 3.87% 16
2019
Q3 		$33.3M Hold
659,800
– – 3.39% 16
2019
Q2 		$31.2M Hold
659,800
– – 3.08% 16
2019
Q1 		$31.9M Hold
659,800
– – 3.35% 17
2018
Q4 		$30.4M Hold
659,800
– – 3.75% 15
2018
Q3 		$34.7M Buy
659,800
+251,500
+62% +$14.4M 3.56% 14
2018
Q2 		$22.6M Buy
408,300
+65,150
+19% +$3.49M 2.34% 22
2018
Q1 		$18M Buy
343,150
+245,400
+251% +$14.6M 2.01% 22
2017
Q4 		$5.93M Hold
97,750
– – 0.67% 25
2017
Q3 		$5.39M Buy
+97,750
New +$5.2M 0.68% 23

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

Packer & Co's WFC Position: Q1 2020 in Review

Packer & Co sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 767,300 shares — an estimated $41.3M sold.

Packer & Co first reported a position in WFC in Q3 2017 and held it in 10 quarters. The position peaked at $41.3M in Q4 2019. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Packer & Co reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Packer & Co sold 767,300 Wells Fargo shares in Q1 2020, an estimated $41.3M.
  • Packer & Co first reported a position in Wells Fargo in Q3 2017 and held it in 10 quarters.
  • Packer & Co's Wells Fargo position peaked at $41.3M in Q4 2019.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Packer & Co's 13F filing for Q1 2020, filed 5 May 2020.