Sustainable Insight Capital Management, LLC Wells Fargo & Company Transaction History

Sustainable Insight Capital Management, LLC

$220 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$37.43 - $49.33 $7,486 - $9,866	200 Added 4.26%	4,900 $213,000
Q1 2022 May 12, 2022	BUY	$45.81 - $59.06 $215,307 - $277,582	4,700 New	4,700 $228,000
Q4 2021 Feb 02, 2022	SELL	$45.31 - $52.0 $242,046 - $277,784	-5,342 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$42.32 - $51.15 $7,829 - $9,462	185 Added 3.59%	5,342 $248,000
Q2 2021 Aug 10, 2021	SELL	$39.48 - $47.9 $41,177 - $49,959	-1,043 Reduced 16.82%	5,157 $234,000
Q1 2021 May 10, 2021	BUY	$29.7 - $40.81 $184,140 - $253,022	6,200 New	6,200 $242,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$21.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.1 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.1 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.12 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.49 Billion
0.93% of portfolio

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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 $270B
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

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