Stumpf Capital Management’s Wells Fargo WFC Stock Holding History

Stumpf Capital Management’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	$22.9M	Sell	973,844 -114,000	-10%	-$2.81M	42.56%	1
2020 Q2	$27.8M	Sell	1,087,844 -128,474	-11%	-$3.52M	49.7%	1
2020 Q1	$34.9M	Sell	1,216,318 -410,250	-25%	-$17.4M	59.91%	1
2019 Q4	$87.5M	Buy	1,626,568 +138,724	+9%	+$7.27M	67.24%	1
2019 Q3	$75M	Sell	1,487,844 -138,724	-9%	-$6.54M	64.91%	1
2019 Q2	$77.2M	Buy	1,626,568 +295,044	+22%	+$13.8M	65.95%	1
2019 Q1	$64.1M	Hold	1,331,524	–	–	66.22%	1
2018 Q4	$61.4M	Hold	1,331,524	–	–	64.11%	1
2018 Q3	$70M	Buy	1,331,524 +96,800	+8%	+$5.53M	64.29%	1
2018 Q2	$68.5M	Hold	1,234,724	–	–	63.73%	1
2018 Q1	$64.7M	Hold	1,234,724	–	–	64.74%	1
2017 Q4	$74.9M	Buy	+1,234,724	New	+$69.7M	69.19%	1

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

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

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Stumpf Capital Management's WFC Position: Q3 2020 in Review

Stumpf Capital Management reduced its Wells Fargo (WFC) stake by 10% in Q3 2020, selling an estimated $2.81M and leaving 973,844 shares worth $22.9M. The position accounts for 42.56% of the portfolio, ranked #1.

Stumpf Capital Management first reported a position in WFC in Q4 2017 and has held it in 12 quarters since. The position peaked at $87.5M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Stumpf Capital Management held 973,844 shares of Wells Fargo worth $22.9M as of Q3 2020.
Stumpf Capital Management sold 114,000 Wells Fargo shares in Q3 2020, an estimated $2.81M.
Wells Fargo made up 42.56% of Stumpf Capital Management's portfolio in Q3 2020, its #1 holding.
Stumpf Capital Management first reported a position in Wells Fargo in Q4 2017 and has held it in 12 quarters since.
Stumpf Capital Management's Wells Fargo position peaked at $87.5M in Q4 2019.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

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