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
David Katz - Matrix Asset Advisors Reduce 2.11% 5,181 0.04
Charlie Munger - Daily Journal Corp. Reduce 11.23% 178,800 5.85
Robert Olstein - Olstein Capital Management Reduce 18.75% 30,000 0.28
Richard Pzena - Hancock Classic Value Reduce 24.83% 377,918 1.30
Q4  2023
Bill Nygren - Oakmark Select Fund Reduce 0.01% 255 0.00
Yacktman Asset Management Reduce 0.49% 12,510 0.01
Harry Burn - Sound Shore Reduce 1.95% 44,904 0.08
Thomas Russo - Gardner Russo & Quinn Reduce 1.95% 14,144 0.01
David Katz - Matrix Asset Advisors Reduce 2.11% 5,283 0.03
Christopher Davis - Davis Advisors Reduce 3.16% 958,274 0.27
Mairs & Power Growth Fund Reduce 4.09% 58,000 0.06
Richard Pzena - Hancock Classic Value Reduce 6.65% 108,369 0.34
Steven Romick - FPA Crescent Fund Reduce 11.73% 464,864 0.38
Robert Olstein - Olstein Capital Management Reduce 15.79% 30,000 0.25
Hillman Value Fund Reduce 16.93% 25,000 0.55
Lee Ainslie - Maverick Capital Sell 100.00% 27,887 0.03
Q3  2023
David Katz - Matrix Asset Advisors Reduce 0.01% 16 0.00
Harry Burn - Sound Shore Reduce 0.40% 9,354 0.01
Yacktman Asset Management Reduce 0.54% 13,891 0.01
Dodge & Cox Reduce 0.73% 600,400 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 0.77% 5,616 0.00
Christopher Davis - Davis Advisors Reduce 1.39% 426,455 0.11
Robert Olstein - Olstein Capital Management Reduce 5.94% 12,000 0.08
Mairs & Power Growth Fund Reduce 8.48% 131,500 0.12
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
Q2  2023
Yacktman Asset Management Reduce 0.20% 5,258 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.53% 19,025 0.01
Harry Burn - Sound Shore Reduce 2.78% 66,077 0.10
Michael Burry - Scion Asset Management Sell 100.00% 125,000 4.37
Q1  2023
Yacktman Asset Management Reduce 0.14% 3,551 0.00
Christopher Davis - Davis Advisors Reduce 1.51% 465,585 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 1.98% 15,167 0.01
Mairs & Power Growth Fund Reduce 3.13% 50,000 0.04
Richard Pzena - Hancock Classic Value Reduce 8.50% 151,393 0.38
First Eagle Investment Management Sell 100.00% 9,421,196 1.07
Q4  2022
David Katz - Matrix Asset Advisors Reduce 0.99% 2,495 0.02
Dodge & Cox Reduce 1.04% 833,500 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 2.34% 18,330 0.01
Christopher Davis - Davis Advisors Reduce 3.94% 1,264,828 0.36
Harry Burn - Sound Shore Reduce 8.85% 82,225 0.39
Richard Pzena - Hancock Classic Value Reduce 9.52% 187,548 0.47
Mairs & Power Growth Fund Reduce 22.48% 464,000 0.44
Q3  2022
Dodge & Cox Reduce 0.15% 121,100 0.01
David Katz - Matrix Asset Advisors Reduce 0.44% 1,099 0.01
Christopher Davis - Davis Advisors Reduce 1.72% 561,798 0.16
Thomas Russo - Gardner Russo & Quinn Reduce 5.57% 46,272 0.02
Richard Pzena - Hancock Classic Value Reduce 10.47% 230,332 0.50
Yacktman Asset Management Reduce 42.42% 1,906,777 0.83
Q2  2022
Yacktman Asset Management Reduce 0.22% 9,911 0.00
Christopher Davis - Davis Advisors Reduce 3.91% 1,327,986 0.33
Thomas Russo - Gardner Russo & Quinn Reduce 5.21% 45,663 0.02
Richard Pzena - Hancock Classic Value Reduce 15.51% 403,875 0.72
Q1  2022
First Eagle Investment Management Reduce 0.90% 83,792 0.01
Yacktman Asset Management Reduce 1.39% 63,723 0.03
Mairs & Power Growth Fund Reduce 2.42% 50,000 0.04
Richard Pzena - Hancock Classic Value Reduce 4.22% 114,750 0.19
Dodge & Cox Reduce 6.74% 5,789,400 0.29
Christopher Davis - Davis Advisors Reduce 11.34% 4,343,133 1.06
Harry Burn - Sound Shore Reduce 11.75% 114,190 0.48
Thomas Russo - Gardner Russo & Quinn Reduce 16.32% 170,900 0.08
Steven Romick - FPA Crescent Fund Reduce 17.62% 847,562 0.61
Hillman Value Fund Reduce 19.35% 30,000 0.62
Robert Olstein - Olstein Capital Management Reduce 30.85% 58,000 0.35
Warren Buffett - Berkshire Hathaway Sell 100.00% 675,054 0.01
Q4  2021
David Katz - Matrix Asset Advisors Reduce 0.19% 465 0.00
Dodge & Cox Reduce 2.02% 1,774,000 0.09
Thomas Russo - Gardner Russo & Quinn Reduce 2.44% 26,171 0.01
Christopher Davis - Davis Advisors Reduce 3.09% 1,221,807 0.27
Steven Romick - FPA Crescent Fund Reduce 4.39% 220,697 0.15
Harry Burn - Sound Shore Reduce 5.28% 54,200 0.22
First Eagle Investment Management Reduce 7.78% 784,218 0.09
Robert Olstein - Olstein Capital Management Reduce 13.76% 30,000 0.17
Francis Chou - Chou Associates Reduce 88.47% 150,000 4.99
Meridian Contrarian Fund Sell 100.00% 149,000 1.00
Lee Ainslie - Maverick Capital Sell 100.00% 15,922 0.01
Bill Miller - Miller Value Partners Sell 100.00% 4,750 0.01
Q3  2021
Yacktman Asset Management Reduce 0.74% 33,692 0.02
First Eagle Investment Management Reduce 1.77% 182,031 0.02
Christopher Davis - Davis Advisors Reduce 3.28% 1,340,680 0.29
Thomas Russo - Gardner Russo & Quinn Reduce 6.22% 71,230 0.03
Robert Olstein - Olstein Capital Management Reduce 11.74% 29,000 0.16
Mairs & Power Growth Fund Reduce 12.91% 306,000 0.26
Bill Miller - Miller Value Partners Reduce 38.31% 2,950 0.01
Meridian Contrarian Fund Reduce 54.43% 178,000 1.19
John Armitage - Egerton Capital Sell 100.00% 2,152,827 0.48
Q2  2021
Christopher Davis - Davis Advisors Reduce 0.11% 44,281 0.01
Yacktman Asset Management Reduce 0.41% 18,676 0.01
David Katz - Matrix Asset Advisors Reduce 1.89% 4,762 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 2.97% 35,053 0.01
Richard Pzena - Hancock Classic Value Reduce 3.90% 103,153 0.19
First Eagle Investment Management Reduce 4.20% 450,659 0.05
Steven Romick - FPA Crescent Fund Reduce 5.23% 277,771 0.16
Mairs & Power Growth Fund Reduce 7.42% 190,000 0.16
Meridian Contrarian Fund Reduce 11.14% 41,000 0.26
Robert Olstein - Olstein Capital Management Reduce 11.79% 33,000 0.19
Francis Chou - Chou Associates Reduce 19.09% 40,000 1.06
Bill Miller - Miller Value Partners Reduce 42.06% 5,590 0.01
John Armitage - Egerton Capital Reduce 49.34% 2,096,774 0.47
Lee Ainslie - Maverick Capital Reduce 97.11% 21,723 0.00

* "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.