WFCNP News and Press, Wells Fargo & Co D/E Pfd From 03/24/24

2024-03-24 21:53:59 ET Summary Harris Associates' 13F portfolio value increased from $51.39B to $58.34B in Q4 2023. The portfolio is diversified with around 200 positions, with the largest five stakes being Alphabet, Capital One Financial, IQVIA, Intercontinental Exchange, and Cha...

2024-03-21 10:50:33 ET Summary The "lost decade" is a period from 2000-2010 where the S&P 500 returned virtually nothing. Many question whether we are in the middle innings of 1995-97 or near the end of a bull run like 1999. Healthcare, Energy, Financials and non-cyclical ...

2024-02-20 05:01:27 ET Summary Jeremy Grantham's 13F portfolio value increased from $21.17B to $22.66B in the last quarter. The portfolio is diversified with over 500 different positions, but the top five stakes are Microsoft, UnitedHealth, Alphabet, Meta Platforms, and Johnson &a...

2024-02-17 05:25:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Small Cap Fund was up 12.64% (Institutional Shares) in Q4 2023 and gained 27.19%...

2024-02-16 15:11:53 ET Summary I created a U.S. stock portfolio in mid-2023 that has outperformed with a 24% total return vs 17% for the S&P 500. I address valuation concerns for the U.S. market and include dividend growers and international stocks in the portfolio. The co...

2024-02-16 09:00:00 ET Summary Jeff Auxier founded Auxier Asset Management and the Auxier Focus Fund in 1999. Jeff's philosophy is based on the conviction that compounding is the most influential element of an investment program. Auxier Focus Fund’s Investor Class returned ...

2024-02-14 21:40:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...

2024-02-13 00:39:21 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2024-02-12 21:06:13 ET Summary Davis Selected Advisers' 13F portfolio increased by 11% to $17.70B this quarter. The top three holdings make up approximately 26% of the portfolio, while the top five holdings account for around 38%. New stakes include AGCO Corporation, while sta...

2024-02-03 11:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Global markets rallied...