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Wallace Weitz’s Wells Fargo WFC Stock Holding History

Wallace Weitz’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
2018
Q4 		– Sell
-541,196
Closed -$28.4M – 84
2018
Q3 		$28.4M Hold
541,196
– – 1.16% 25
2018
Q2 		$30M Buy
541,196
+618
+0.1% +$33.1K 1.28% 23
2018
Q1 		$28.3M Sell
540,578
-354
-0.1% -$21K 1.2% 21
2017
Q4 		$32.8M Sell
540,932
-290,700
-35% -$16.4M 1.37% 22
2017
Q3 		$45.9M Sell
831,632
-1,670
-0.2% -$88.8K 1.89% 18
2017
Q2 		$46.2M Sell
833,302
-6,050
-0.7% -$324K 1.99% 17
2017
Q1 		$46.7M Sell
839,352
-58,792
-7% -$3.34M 1.92% 19
2016
Q4 		$49.5M Sell
898,144
-622,389
-41% -$31.3M 1.97% 17
2016
Q3 		$67.3M Buy
1,520,533
+247,734
+19% +$11.9M 2.53% 16
2016
Q2 		$60.2M Buy
1,272,799
+65,212
+5% +$3.18M 2.22% 17
2016
Q1 		$58.4M Buy
1,207,587
+21,120
+2% +$1.03M 2.05% 19
2015
Q4 		$64.5M Sell
1,186,467
-18,296
-2% -$993K 2.2% 14
2015
Q3 		$61.9M Sell
1,204,763
-29,637
-2% -$1.63M 1.92% 19
2015
Q2 		$69.4M Sell
1,234,400
-609,867
-33% -$34M 1.95% 20
2015
Q1 		$100M Sell
1,844,267
-80,999
-4% -$4.38M 2.71% 11
2014
Q4 		$106M Sell
1,925,266
-366,219
-16% -$19.4M 2.95% 11
2014
Q3 		$119M Sell
2,291,485
-44,005
-2% -$2.26M 3.5% 8
2014
Q2 		$123M Sell
2,335,490
-119,580
-5% -$6.01M 3.71% 7
2014
Q1 		$122M Sell
2,455,070
-29,520
-1% -$1.38M 3.9% 7
2013
Q4 		$113M Sell
2,484,590
-61,400
-2% -$2.65M 3.78% 7
2013
Q3 		$105M Buy
2,545,990
+3,790
+0.1% +$162K 3.96% 8
2013
Q2 		$105M Buy
+2,542,200
New +$99.1M 4.25% 5

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wallace Weitz's WFC Position: Q4 2018 in Review

Wallace Weitz sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 541,196 shares — an estimated $28.4M sold.

Wallace Weitz first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $123M in Q2 2014. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Wallace Weitz reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Wallace Weitz sold 541,196 Wells Fargo shares in Q4 2018, an estimated $28.4M.
  • Wallace Weitz first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
  • Wallace Weitz's Wells Fargo position peaked at $123M in Q2 2014.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Weitz Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.