Stralem & Co’s Wells Fargo WFC Stock Holding History

Stralem & 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 Q2	$6K	Hold	246	–	–	﹤0.01%	74
2020 Q1	$7K	Buy	+246	New	+$10.5K	0.01%	64

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Stralem & Co's WFC Position: Q2 2020 in Review

Stralem & Co held its Wells Fargo (WFC) position steady in Q2 2020 at 246 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #74.

Stralem & Co first reported a position in WFC in Q1 2020 and has held it in 2 quarters since. The position peaked at $7K in Q1 2020. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Stralem & Co held 246 shares of Wells Fargo worth $6K as of Q2 2020.
Stralem & Co left its Wells Fargo share count unchanged in Q2 2020.
Wells Fargo made up ﹤0.01% of Stralem & Co's portfolio in Q2 2020, its #74 holding.
Stralem & Co first reported a position in Wells Fargo in Q1 2020 and has held it in 2 quarters since.
Stralem & Co's Wells Fargo position peaked at $7K in Q1 2020.
1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.