Wells Fargo (WFC)

Sector:Financials
Super Investor Stats:
Ownership count:17
Ownership rank:8
% of all portfolios:1.033%
Hold Price * :$49.22
History Portfolio Manager Activity Share change % change to portfolio
Q3  2023
Lee Ainslie - Maverick Capital Add 53.33% 9,700 0.01
Q2  2023
Christopher Davis - Davis Advisors Add 1.29% 392,399 0.10
Robert Olstein - Olstein Capital Management Add 1.00% 2,000 0.01
Dodge & Cox Add 0.36% 294,200 0.01
David Katz - Matrix Asset Advisors Add 0.26% 655 0.00
Bill Nygren - Oakmark Select Fund Add 0.00% 255 0.00
Lee Ainslie - Maverick Capital Buy 18,187 0.02
Glenn Greenberg - Brave Warrior Advisors Buy 5,250 0.01
Q1  2023
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
Robert Olstein - Olstein Capital Management Add 9.89% 18,000 0.11
Dodge & Cox Add 3.15% 2,494,300 0.11
David Katz - Matrix Asset Advisors Add 0.36% 885 0.00
Michael Burry - Scion Asset Management Buy 125,000 4.37
Q4  2022
Bill Nygren - Oakmark Select Fund Add 20.00% 600,000 0.61
Robert Olstein - Olstein Capital Management Add 2.82% 5,000 0.03
Thomas Gayner - Markel Asset Management Add 2.00% 4,000 0.00
First Eagle Investment Management Add 1.97% 182,450 0.02
Yacktman Asset Management Add 0.22% 5,591 0.00
Q3  2022
Thomas Gayner - Markel Asset Management Add 2.56% 5,000 0.00
First Eagle Investment Management Add 0.06% 5,170 0.00
Bill Nygren - Oakmark Select Fund Buy 3,000,000 3.00
Q2  2022
Robert Olstein - Olstein Capital Management Add 36.15% 47,000 0.28
Hillman Value Fund Add 18.12% 22,655 0.43
Harry Burn - Sound Shore Add 8.32% 71,335 0.29
Mairs & Power Growth Fund Add 2.48% 50,000 0.04
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
Q1  2022
David Katz - Matrix Asset Advisors Add 0.28% 709 0.00
Q4  2021
Yacktman Asset Management Add 0.46% 20,757 0.01
Q3  2021
Lee Ainslie - Maverick Capital Add 2360.90% 15,275 0.01
Harry Burn - Sound Shore Add 38.50% 285,150 1.08
Richard Pzena - Hancock Classic Value Add 6.99% 177,676 0.29
David Katz - Matrix Asset Advisors Add 1.39% 3,454 0.02
Dodge & Cox Add 0.38% 327,800 0.02
Q2  2021
Harry Burn - Sound Shore Buy 740,700 2.69
Q1  2021
Bill Miller - Miller Value Partners Add 6.49% 810 0.00
Richard Pzena - Hancock Classic Value Add 5.78% 144,359 0.25
Christopher Davis - Davis Advisors Add 1.43% 575,517 0.10
Yacktman Asset Management Add 1.16% 52,809 0.02
John Armitage - Egerton Capital Buy 4,249,601 0.87
Q4  2020
Meridian Contrarian Fund Add 57.94% 135,000 0.68
Bill Miller - Miller Value Partners Add 25.68% 2,550 0.00
Hillman Value Fund Add 17.42% 23,000 0.53
Dodge & Cox Add 10.24% 8,113,000 0.35
Robert Olstein - Olstein Capital Management Add 8.60% 27,000 0.13
Mairs & Power Growth Fund Add 7.55% 200,000 0.12
Steven Romick - FPA Crescent Fund Add 7.19% 426,871 0.17
Richard Pzena - Hancock Classic Value Add 5.77% 136,427 0.23
First Eagle Investment Management Add 0.52% 55,332 0.00
Michael Burry - Scion Asset Management Buy 250,000 5.39
Q3  2020
Hillman Value Fund Add 65.00% 52,000 1.23
Lee Ainslie - Maverick Capital Add 57.97% 35,399 0.01
Christopher Davis - Davis Advisors Add 44.95% 12,841,092 1.68
Dodge & Cox Add 25.92% 16,316,400 0.64
Richard Pzena - Hancock Classic Value Add 20.67% 404,777 0.70
David Katz - Matrix Asset Advisors Add 13.87% 37,690 0.17
Robert Olstein - Olstein Capital Management Add 7.53% 22,000 0.09
Steven Romick - FPA Crescent Fund Add 7.26% 401,386 0.14
Yacktman Asset Management Add 3.50% 154,821 0.05
Meridian Contrarian Fund Buy 233,000 1.12
Bill Miller - Miller Value Partners Buy 9,930 0.01
Q2  2020
Lee Ainslie - Maverick Capital Add 751.79% 53,896 0.03
David Tepper - Appaloosa Management Add 171.43% 1,200,000 0.53
Mairs & Power Growth Fund Add 120.83% 1,450,000 0.90
Robert Olstein - Olstein Capital Management Add 59.65% 109,100 0.52
Hillman Value Fund Add 42.86% 24,000 0.66
Dodge & Cox Add 14.04% 7,750,000 0.33
Thomas Russo - Gardner Russo & Quinn Add 6.61% 98,879 0.03
Christopher Davis - Davis Advisors Add 3.37% 929,961 0.14
Richard Pzena - Hancock Classic Value Add 1.08% 20,869 0.04
Yacktman Asset Management Add 0.15% 6,418 0.00
Q1  2020
David Katz - Matrix Asset Advisors Add 1123.28% 475,149 3.10
Yacktman Asset Management Add 118.68% 2,394,333 1.14
First Eagle Investment Management Add 30.57% 3,103,046 0.32
Robert Olstein - Olstein Capital Management Add 20.33% 30,900 0.19
Richard Pzena - Hancock Classic Value Add 19.30% 313,427 0.58
Steven Romick - FPA Crescent Fund Add 15.27% 732,630 0.31
Thomas Gayner - Markel Asset Management Add 11.69% 20,450 0.01
Dodge & Cox Add 5.99% 3,117,600 0.18
Christopher Davis - Davis Advisors Add 4.34% 1,150,097 0.22
Harry Burn - Sound Shore Buy 485,850 1.50
David Tepper - Appaloosa Management Buy 700,000 0.62
Lee Ainslie - Maverick Capital Buy 7,169 0.00
Q4  2019
Hillman Value Fund Add 36.59% 15,000 0.91
Thomas Gayner - Markel Asset Management Add 13.78% 21,200 0.02
First Eagle Investment Management Add 0.81% 81,732 0.01
Q3  2019
Thomas Gayner - Markel Asset Management Add 127.51% 86,200 0.07
Hillman Value Fund Add 78.26% 18,000 1.51
Robert Olstein - Olstein Capital Management Add 1.33% 2,000 0.02
Thomas Russo - Gardner Russo & Quinn Add 1.17% 147,643 0.06
Dodge & Cox Add 0.39% 200,000 0.01
Torray Funds Add 0.09% 225 0.00
Yacktman Asset Management Add 0.07% 1,494 0.00
Q2  2019
Thomas Gayner - Markel Asset Management Add 22.91% 12,600 0.01
Richard Pzena - Hancock Classic Value Add 22.90% 313,312 0.65
Mairs & Power Growth Fund Add 16.50% 170,000 0.19
Robert Olstein - Olstein Capital Management Add 4.97% 7,100 0.05
Steven Romick - FPA Crescent Fund Add 3.61% 167,177 0.09

* "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.