PDT Partners’s Wells Fargo WFC Stock Holding History

PDT Partners’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
2023 Q3	–	Sell	-7,058	Closed	-$301K	–	689
2023 Q2	$301K	Buy	+7,058	New	+$284K	0.04%	451
2015 Q4	–	Sell	-561,592	Closed	-$28.8M	–	965
2015 Q3	$28.8M	Buy	561,592 +360,238	+179%	+$19.8M	0.65%	19
2015 Q2	$11.3M	Buy	+201,354	New	+$11.2M	0.3%	63
2014 Q4	–	Sell	-1,036,241	Closed	-$53.8M	–	1123
2014 Q3	$53.8M	Buy	+1,036,241	New	+$53.3M	1.36%	5
2014 Q2	–	Sell	-962,794	Closed	-$47.9M	–	1663
2014 Q1	$47.9M	Buy	+962,794	New	+$44.8M	1.16%	2
2013 Q4	–	Sell	-219,424	Closed	-$9.07M	–	1188
2013 Q3	$9.07M	Sell	219,424 -232,976	-51%	-$9.94M	0.25%	87
2013 Q2	$18.7M	Buy	+452,400	New	+$17.6M	0.46%	24

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PDT Partners's WFC Position: Q3 2023 in Review

PDT Partners sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 7,058 shares — an estimated $301K sold.

PDT Partners first reported a position in WFC in Q2 2013 and held it in 7 quarters. The position peaked at $53.8M in Q3 2014. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

PDT Partners reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
PDT Partners sold 7,058 Wells Fargo shares in Q3 2023, an estimated $301K.
PDT Partners first reported a position in Wells Fargo in Q2 2013 and held it in 7 quarters.
PDT Partners's Wells Fargo position peaked at $53.8M in Q3 2014.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on PDT Partners's 13F filing for Q3 2023, filed 14 Nov 2023.