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Polar Capital’s Wells Fargo WFC Stock Holding History

Polar Capital’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
Q3 		$2.19M Sell
93,117
-15,438
-14% -$380K 0.02% 244
2020
Q2 		$2.78M Sell
108,555
-44,358
-29% -$1.21M 0.02% 223
2020
Q1 		$4.39M Sell
152,913
-41,403
-21% -$1.76M 0.05% 208
2019
Q4 		$10.5M Sell
194,316
-685
-0.4% -$35.9K 0.09% 196
2019
Q3 		$9.84M Buy
195,001
+29,756
+18% +$1.4M 0.09% 199
2019
Q2 		$7.82M Sell
165,245
-1,861
-1% -$87K 0.07% 205
2019
Q1 		$8.07M Sell
167,106
-349,306
-68% -$17.2M 0.07% 192
2018
Q4 		$23.8M Sell
516,412
-397,432
-43% -$20.4M 0.25% 120
2018
Q3 		$48M Sell
913,844
-19,382
-2% -$1.11M 0.41% 79
2018
Q2 		$51.7K Sell
933,226
-9,426
-1% -$505K 0.31% 71
2018
Q1 		$49.4M Sell
942,652
-223,810
-19% -$13.3M 0.5% 67
2017
Q4 		$70.8M Buy
1,166,462
+24,926
+2% +$1.41M 0.73% 28
2017
Q3 		$63M Buy
1,141,536
+22,322
+2% +$1.19M 0.71% 37
2017
Q2 		$62M Sell
1,119,214
-4,182
-0.4% -$224K 0.83% 34
2017
Q1 		$62.5M Buy
1,123,396
+917,128
+445% +$52M 0.94% 27
2016
Q4 		$11.4M Buy
206,268
+22,539
+12% +$1.13M 0.18% 146
2016
Q3 		$8.14M Sell
183,729
-989
-0.5% -$47.3K 0.14% 153
2016
Q2 		$8.75M Sell
184,718
-1,500
-0.8% -$73.1K 0.17% 141
2016
Q1 		$9M Buy
186,218
+12,420
+7% +$608K 0.17% 140
2015
Q4 		$9.44M Sell
173,798
-674,022
-80% -$36.6M 0.17% 144
2015
Q3 		$43.5M Sell
847,820
-5,445
-0.6% -$299K 0.88% 30
2015
Q2 		$48M Sell
853,265
-214,109
-20% -$11.9M 0.92% 29
2015
Q1 		$58.1M Sell
1,067,374
-208,559
-16% -$11.3M 1.1% 18
2014
Q4 		$69.9M Sell
1,275,933
-134,945
-10% -$7.14M 1.36% 12
2014
Q3 		$73.2M Buy
1,410,878
+150,897
+12% +$7.76M 1.53% 8
2014
Q2 		$66.2M Buy
1,259,981
+145,198
+13% +$7.3M 1.41% 9
2014
Q1 		$55.4M Buy
1,114,783
+191,410
+21% +$8.92M 1.27% 14
2013
Q4 		$41.9M Buy
923,373
+36,369
+4% +$1.57M 1% 19
2013
Q3 		$36.7K Buy
887,004
+202,414
+30% +$8.64M 0.98% 19
2013
Q2 		$28.3M Buy
+684,590
New +$26.7M 0.98% 12

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Polar Capital's WFC Position: Q3 2020 in Review

Polar Capital reduced its Wells Fargo (WFC) stake by 14% in Q3 2020, selling an estimated $380K and leaving 93,117 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #244.

Polar Capital first reported a position in WFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $73.2M in Q3 2014. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Polar Capital held 93,117 shares of Wells Fargo worth $2.19M as of Q3 2020.
  • Polar Capital sold 15,438 Wells Fargo shares in Q3 2020, an estimated $380K.
  • Wells Fargo made up 0.02% of Polar Capital's portfolio in Q3 2020, its #244 holding.
  • Polar Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's Wells Fargo position peaked at $73.2M in Q3 2014.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.