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Winslow Evans & Crocker’s Wells Fargo WFC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$851K Buy
28,171
+5,650
+25% +$146K 0.16% 142
2020
Q3 		$529K Sell
22,521
-1,820
-7% -$44.9K 0.13% 157
2020
Q2 		$623K Buy
24,341
+733
+3% +$20.1K 0.17% 129
2020
Q1 		$680K Buy
23,608
+1,430
+6% +$60.8K 0.22% 92
2019
Q4 		$1.2M Sell
22,178
-286
-1% -$15K 0.3% 78
2019
Q3 		$1.14M Buy
22,464
+140
+0.6% +$6.59K 0.32% 76
2019
Q2 		$1.06M Buy
22,324
+7,592
+52% +$355K 0.3% 79
2019
Q1 		$714K Buy
14,732
+792
+6% +$39K 0.2% 112
2018
Q4 		$644K Sell
13,940
-100
-0.7% -$5.12K 0.22% 104
2018
Q3 		$740K Sell
14,040
-1,092
-7% -$62.4K 0.22% 103
2018
Q2 		$840K Sell
15,132
-208
-1% -$11.1K 0.26% 90
2018
Q1 		$804K Sell
15,340
-200
-1% -$11.9K 0.26% 89
2017
Q4 		$943K Buy
15,540
+650
+4% +$36.7K 0.3% 77
2017
Q3 		$821K Sell
14,890
-1,099
-7% -$58.4K 0.27% 82
2017
Q2 		$886K Sell
15,989
-1,247
-7% -$66.8K 0.24% 94
2017
Q1 		$959K Sell
17,236
-1,516
-8% -$86K 0.3% 68
2016
Q4 		$1.03M Sell
18,752
-1,200
-6% -$60.3K 0.32% 71
2016
Q3 		$883K Buy
19,952
+320
+2% +$15.3K 0.25% 89
2016
Q2 		$929K Buy
19,632
+3,465
+21% +$169K 0.28% 87
2016
Q1 		$782K Buy
16,167
+663
+4% +$32.5K 0.24% 97
2015
Q4 		$843K Buy
15,504
+278
+2% +$15.1K 0.24% 94
2015
Q3 		$782K Buy
15,226
+58
+0.4% +$3.19K 0.25% 91
2015
Q2 		$853K Buy
15,168
+422
+3% +$23.5K 0.24% 97
2015
Q1 		$802K Hold
14,746
– – 0.23% 100
2014
Q4 		$808K Sell
14,746
-774
-5% -$41K 0.23% 96
2014
Q3 		$805K Buy
15,520
+683
+5% +$35.1K 0.23% 111
2014
Q2 		$780K Buy
14,837
+64
+0.4% +$3.22K 0.26% 102
2014
Q1 		$735K Hold
14,773
– – 0.25% 96
2013
Q4 		$671K Buy
+14,773
New +$638K 0.23% 105

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Winslow Evans & Crocker's WFC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Wells Fargo (WFC) stake by 25% in Q4 2020, buying an estimated $146K and bringing the position to 28,171 shares worth $851K. The position accounts for 0.16% of the portfolio, ranked #142.

Winslow Evans & Crocker first reported a position in WFC in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.2M in Q4 2019. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Winslow Evans & Crocker held 28,171 shares of Wells Fargo worth $851K as of Q4 2020.
  • Winslow Evans & Crocker bought 5,650 Wells Fargo shares in Q4 2020, an estimated $146K.
  • Wells Fargo made up 0.16% of Winslow Evans & Crocker's portfolio in Q4 2020, its #142 holding.
  • Winslow Evans & Crocker first reported a position in Wells Fargo in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Wells Fargo position peaked at $1.2M in Q4 2019.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.