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 $19.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

280,938

Previous 2,023,765 86.12%

Holding current value

$19.8 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

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $267B
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...

More about WFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epoch Investment Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Epoch Investment Partners, Inc. with notifications on news.

Account

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