Epoch Investment Partners, Inc. Wells Fargo & Company Transaction History

Epoch Investment Partners, Inc.

$21.7 Billion
Q3 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 280,938 shares of WFC stock, worth $20.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

280,938

Previous 2,023,765 86.12%

Holding current value

$20.7 Million

Previous $120 Million 86.8%

% of portfolio

0.07%

Previous 0.56%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$51.58 - $60.97 $89.9 Million - $106 Million	-1,742,827 Reduced 86.12%	280,938 $15.9 Million
Q2 2024 Aug 13, 2024	SELL	$56.41 - $62.34 $2.9 Million - $3.2 Million	-51,329 Reduced 2.47%	2,023,765 $120 Million
Q1 2024 May 14, 2024	SELL	$46.44 - $57.96 $483,765 - $603,769	-10,417 Reduced 0.5%	2,075,094 $120 Million
Q4 2023 Feb 13, 2024	BUY	$38.67 - $50.51 $26.6 Million - $34.8 Million	688,951 Added 49.33%	2,085,511 $103 Million
Q3 2023 Nov 13, 2023	SELL	$40.43 - $47.13 $6.35 Million - $7.41 Million	-157,125 Reduced 10.11%	1,396,560 $57.1 Million
Q2 2023 Aug 11, 2023	BUY	$36.72 - $42.68 $12.8 Million - $14.8 Million	347,453 Added 28.8%	1,553,685 $66.3 Million
Q1 2023 May 12, 2023	SELL	$36.23 - $48.5 $2.1 Million - $2.82 Million	-58,062 Reduced 4.59%	1,206,232 $45.1 Million
Q4 2022 Feb 13, 2023	SELL	$40.23 - $47.95 $2.14 Million - $2.55 Million	-53,133 Reduced 4.03%	1,264,294 $52.2 Million
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $58,932 - $1.73 Million	-38,021 Reduced 2.81%	1,317,427 $53 Million
Q2 2022 Aug 15, 2022	BUY	$37.43 - $49.33 $646,041 - $851,435	17,260 Added 1.29%	1,355,448 $53.1 Million
Q1 2022 May 13, 2022	BUY	$45.81 - $59.06 $10.9 Million - $14.1 Million	238,902 Added 21.73%	1,338,188 $64.8 Million
Q4 2021 Feb 11, 2022	BUY	$45.31 - $52.0 $27,186 - $31,200	600 Added 0.05%	1,099,286 $52.7 Million
Q3 2021 Nov 12, 2021	BUY	$42.32 - $51.15 $6.88 Million - $8.31 Million	162,505 Added 17.36%	1,098,686 $51 Million
Q2 2021 Aug 13, 2021	BUY	$39.48 - $47.9 $37 Million - $44.8 Million	936,181 New	936,181 $42.4 Million
Q2 2020 Aug 13, 2020	SELL	$22.53 - $33.32 $41.2 Million - $60.9 Million	-1,826,732 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$25.25 - $53.75 $492,930 - $1.05 Million	-19,522 Reduced 1.06%	1,826,732 $52.4 Million
Q4 2019 Feb 13, 2020	SELL	$47.82 - $54.46 $102,669 - $116,925	-2,147 Reduced 0.12%	1,846,254 $99.3 Million
Q3 2019 Nov 13, 2019	SELL	$43.38 - $50.71 $1.02 Million - $1.19 Million	-23,459 Reduced 1.25%	1,848,401 $93.2 Million
Q2 2019 Aug 13, 2019	BUY	$44.37 - $49.17 $9.64 Million - $10.7 Million	217,233 Added 13.13%	1,871,860 $88.6 Million
Q1 2019 May 14, 2019	SELL	$46.57 - $51.73 $2.95 Million - $3.27 Million	-63,286 Reduced 3.68%	1,654,627 $80 Million
Q4 2018 Feb 13, 2019	SELL	$43.6 - $54.46 $9.34 Million - $11.7 Million	-214,160 Reduced 11.08%	1,717,913 $79.2 Million
Q3 2018 Nov 13, 2018	BUY	$52.56 - $59.19 $5.3 Million - $5.97 Million	100,812 Added 5.51%	1,932,073 $102 Million
Q2 2018 Aug 13, 2018	SELL	$50.39 - $56.18 $6.83 Million - $7.61 Million	-135,476 Reduced 6.89%	1,831,261 $102 Million
Q1 2018 May 14, 2018	SELL	$50.98 - $65.93 $38.7 Million - $50 Million	-758,362 Reduced 27.83%	1,966,737 $103 Million
Q4 2017 Feb 13, 2018	BUY	$53.19 - $61.61 $204,728 - $237,136	3,849 Added 0.14%	2,725,099 $165 Million
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $135 Million - $150 Million	2,721,250	2,721,250 $150 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $279B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

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Epoch Investment Partners, Inc. Wells Fargo & Company Transaction History