Wells Fargo (WFC)

Sector:Financials
Super Investor Stats:
Ownership count:17
Ownership rank:8
% of all portfolios:1.087%
Hold Price * :$56.05
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Charlie Munger - Daily Journal Corp. Reduce 11.23% 178,800 5.85
Richard Pzena - Hancock Classic Value Reduce 24.83% 377,918 1.30
Robert Olstein - Olstein Capital Management Reduce 18.75% 30,000 0.28
David Katz - Matrix Asset Advisors Reduce 2.11% 5,181 0.04
Q4  2023
Hillman Value Fund Reduce 16.93% 25,000 0.55
Steven Romick - FPA Crescent Fund Reduce 11.73% 464,864 0.38
Richard Pzena - Hancock Classic Value Reduce 6.65% 108,369 0.34
Christopher Davis - Davis Advisors Reduce 3.16% 958,274 0.27
Robert Olstein - Olstein Capital Management Reduce 15.79% 30,000 0.25
Harry Burn - Sound Shore Reduce 1.95% 44,904 0.08
Mairs & Power Growth Fund Reduce 4.09% 58,000 0.06
David Katz - Matrix Asset Advisors Reduce 2.11% 5,283 0.03
Lee Ainslie - Maverick Capital Sell 100.00% 27,887 0.03
Yacktman Asset Management Reduce 0.49% 12,510 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 1.95% 14,144 0.01
Bill Nygren - Oakmark Select Fund Reduce 0.01% 255 0.00
Q3  2023
Bill Nygren - Oakmark Select Fund Reduce 9.60% 500,000 0.41
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 14.20% 37,380 0.40
Mairs & Power Growth Fund Reduce 8.48% 131,500 0.12
Christopher Davis - Davis Advisors Reduce 1.39% 426,455 0.11
Robert Olstein - Olstein Capital Management Reduce 5.94% 12,000 0.08
Dodge & Cox Reduce 0.73% 600,400 0.03
Lee Ainslie - Maverick Capital Add 53.33% 9,700 0.01
Harry Burn - Sound Shore Reduce 0.40% 9,354 0.01
Yacktman Asset Management Reduce 0.54% 13,891 0.01
David Katz - Matrix Asset Advisors Reduce 0.01% 16 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.77% 5,616 0.00
Q2  2023
Michael Burry - Scion Asset Management Sell 100.00% 125,000 4.37
Christopher Davis - Davis Advisors Add 1.29% 392,399 0.10
Harry Burn - Sound Shore Reduce 2.78% 66,077 0.10
Lee Ainslie - Maverick Capital Buy 18,187 0.02
Robert Olstein - Olstein Capital Management Add 1.00% 2,000 0.01
Dodge & Cox Add 0.36% 294,200 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 2.53% 19,025 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 5,250 0.01
David Katz - Matrix Asset Advisors Add 0.26% 655 0.00
Bill Nygren - Oakmark Select Fund Add 0.00% 255 0.00
Yacktman Asset Management Reduce 0.20% 5,258 0.00
Q1  2023
Michael Burry - Scion Asset Management Buy 125,000 4.37
Harry Burn - Sound Shore Add 181.04% 1,532,607 2.16
Bill Nygren - Oakmark Select Fund Add 44.72% 1,609,745 1.34
First Eagle Investment Management Sell 100.00% 9,421,196 1.07
Richard Pzena - Hancock Classic Value Reduce 8.50% 151,393 0.38
Christopher Davis - Davis Advisors Reduce 1.51% 465,585 0.12
Robert Olstein - Olstein Capital Management Add 9.89% 18,000 0.11
Dodge & Cox Add 3.15% 2,494,300 0.11
Mairs & Power Growth Fund Reduce 3.13% 50,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 1.98% 15,167 0.01
David Katz - Matrix Asset Advisors Add 0.36% 885 0.00
Yacktman Asset Management Reduce 0.14% 3,551 0.00
Q4  2022
Bill Nygren - Oakmark Select Fund Add 20.00% 600,000 0.61
Richard Pzena - Hancock Classic Value Reduce 9.52% 187,548 0.47
Mairs & Power Growth Fund Reduce 22.48% 464,000 0.44
Harry Burn - Sound Shore Reduce 8.85% 82,225 0.39
Christopher Davis - Davis Advisors Reduce 3.94% 1,264,828 0.36
Dodge & Cox Reduce 1.04% 833,500 0.04
Robert Olstein - Olstein Capital Management Add 2.82% 5,000 0.03
First Eagle Investment Management Add 1.97% 182,450 0.02
David Katz - Matrix Asset Advisors Reduce 0.99% 2,495 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 2.34% 18,330 0.01
Thomas Gayner - Markel Asset Management Add 2.00% 4,000 0.00
Yacktman Asset Management Add 0.22% 5,591 0.00
Q3  2022
Bill Nygren - Oakmark Select Fund Buy 3,000,000 3.00
Yacktman Asset Management Reduce 42.42% 1,906,777 0.83
Richard Pzena - Hancock Classic Value Reduce 10.47% 230,332 0.50
Christopher Davis - Davis Advisors Reduce 1.72% 561,798 0.16
Thomas Russo - Gardner Russo & Quinn Reduce 5.57% 46,272 0.02
Dodge & Cox Reduce 0.15% 121,100 0.01
David Katz - Matrix Asset Advisors Reduce 0.44% 1,099 0.01
Thomas Gayner - Markel Asset Management Add 2.56% 5,000 0.00
First Eagle Investment Management Add 0.06% 5,170 0.00
Q2  2022
Richard Pzena - Hancock Classic Value Reduce 15.51% 403,875 0.72
Hillman Value Fund Add 18.12% 22,655 0.43
Christopher Davis - Davis Advisors Reduce 3.91% 1,327,986 0.33
Harry Burn - Sound Shore Add 8.32% 71,335 0.29
Robert Olstein - Olstein Capital Management Add 36.15% 47,000 0.28
Mairs & Power Growth Fund Add 2.48% 50,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 5.21% 45,663 0.02
David Katz - Matrix Asset Advisors Add 0.42% 1,056 0.01
First Eagle Investment Management Add 0.18% 16,420 0.00
Dodge & Cox Add 0.03% 24,000 0.00
Yacktman Asset Management Reduce 0.22% 9,911 0.00
Q1  2022
Christopher Davis - Davis Advisors Reduce 11.34% 4,343,133 1.06
Hillman Value Fund Reduce 19.35% 30,000 0.62
Steven Romick - FPA Crescent Fund Reduce 17.62% 847,562 0.61
Harry Burn - Sound Shore Reduce 11.75% 114,190 0.48
Robert Olstein - Olstein Capital Management Reduce 30.85% 58,000 0.35
Dodge & Cox Reduce 6.74% 5,789,400 0.29
Richard Pzena - Hancock Classic Value Reduce 4.22% 114,750 0.19
Thomas Russo - Gardner Russo & Quinn Reduce 16.32% 170,900 0.08
Mairs & Power Growth Fund Reduce 2.42% 50,000 0.04
Yacktman Asset Management Reduce 1.39% 63,723 0.03
First Eagle Investment Management Reduce 0.90% 83,792 0.01
Warren Buffett - Berkshire Hathaway Sell 100.00% 675,054 0.01
David Katz - Matrix Asset Advisors Add 0.28% 709 0.00
Q4  2021
Francis Chou - Chou Associates Reduce 88.47% 150,000 4.99
Meridian Contrarian Fund Sell 100.00% 149,000 1.00
Christopher Davis - Davis Advisors Reduce 3.09% 1,221,807 0.27
Harry Burn - Sound Shore Reduce 5.28% 54,200 0.22
Robert Olstein - Olstein Capital Management Reduce 13.76% 30,000 0.17

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.