ZP
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Zimmer Partners’s Wells Fargo WFC Stock Holding History

Zimmer Partners’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 		– Sell
-1,250,000
Closed -$29.4M – 171
2020
Q3 		$29.4M Buy
1,250,000
+1,037,500
+488% +$25.6M 0.45% 51
2020
Q2 		$5.44M Buy
+212,500
New +$5.81M 0.07% 81

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

Zimmer Partners's WFC Position: Q4 2020 in Review

Zimmer Partners sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 1,250,000 shares — an estimated $29.4M sold.

Zimmer Partners first reported a position in WFC in Q2 2020 and held it in 2 quarters. The position peaked at $29.4M in Q3 2020. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Zimmer Partners reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Zimmer Partners sold 1,250,000 Wells Fargo shares in Q4 2020, an estimated $29.4M.
  • Zimmer Partners first reported a position in Wells Fargo in Q2 2020 and held it in 2 quarters.
  • Zimmer Partners's Wells Fargo position peaked at $29.4M in Q3 2020.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Zimmer Partners's 13F filing for Q4 2020, filed 16 Feb 2021.