CD
Chris Davis (Davis Selected Advisers) disclosed reduced in Wells Fargo & Co.
Chris Davis (Davis Selected Advisers) filed a 13F change in Wells Fargo & Co. (949746101) on 2025-02-07, covering period end 2024-12-31.
Action
Reduced
Capital
$606,525,961 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
105 changes from Chris Davis (Davis Selected Advisers), filed 2025-02-07 for period end 2024-12-31.
$17.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
126650100 CVS Health Corporation | Increased | $488.0M | $511.1M | 2.84% |
458140100 Intel Corp. | Reduced | -$244.7M | $51.5M | 1.42% |
64058100 Bank of New York Mellon Corp. | Reduced | -$221.5M | $164.2M | 1.29% |
14040H105 Capital One Financial Corp. | Increased | $207.6M | $1.6B | 1.21% |
949746101 Wells Fargo & Co. | Reduced | -$199.2M | $606.5M | 1.16% |
570535104 Markel Group, Inc | Increased | $185.3M | $639.6M | 1.08% |
444859102 Humana Inc. | Reduced | -$158.9M | $572.6M | 0.92% |
46625H100 JPMorgan Chase & Co. | Reduced | -$137.4M | $157.7M | 0.80% |
878742204 Teck Resources Ltd., Class B | Reduced | -$137.1M | $457.9M | 0.80% |
125523100 Cigna Group | Reduced | -$103.5M | $395.4M | 0.60% |
30303M102 Meta Platforms, Inc., Class A | Reduced | -$94.7M | $1.5B | 0.55% |
23135106 Amazon.com, Inc. | Increased | $78.4M | $835.3M | 0.46% |
690742101 Owens Corning | Reduced | -$71.6M | $308.5M | 0.42% |
38222105 Applied Materials, Inc. | Reduced | -$64.6M | $766.3M | 0.38% |
02079K305 Alphabet Inc., Class A | Increased | $62.9M | $570.9M | 0.37% |
35969L108 Full Truck Alliance Co. Ltd. | New | $58.4M | $58.4M | 0.34% |
552953101 MGM Resorts International | Reduced | -$54.0M | $690.3M | 0.31% |
64110W102 NetEase Inc. - ADR | New | $53.3M | $53.3M | 0.31% |
92556V106 Viatris Inc. | Increased | $51.7M | $779.0M | 0.30% |
482497104 KE Holdings Inc., Class A, ADR | Reduced | -$49.9M | $67.2M | 0.29% |
882508104 Texas Instruments, Inc. | Reduced | -$47.0M | $440.7M | 0.27% |
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$40.4M | $1.1B | 0.23% |
H1467J104 Chubb Ltd. | Reduced | -$37.3M | $302.5M | 0.22% |
464287408 iShares S&P 500 Value Index Fund | Increased | $35.1M | $37.6M | 0.20% |
89677Q107 Trip.com Group Ltd., ADR | Increased | $34.6M | $257.3M | 0.20% |
44891N208 IAC Inc. | Reduced | -$31.7M | $113.7M | 0.18% |
902973304 U.S. Bancorp | Increased | $29.4M | $687.6M | 0.17% |
237266101 Darling Ingredients Inc. | Reduced | -$25.1M | $80.1M | 0.15% |
77311W101 Rocket Companies, Inc., Class A | Reduced | -$25.0M | $35.7M | 0.15% |
47215P106 JD.com Inc., Class A, ADR | Reduced | -$22.4M | $12.3M | 0.13% |
83444M101 Solventum Corp. | Reduced | -$20.9M | $346.6M | 0.12% |
84670702 Berkshire Hathaway Inc., Class B | Reduced | -$18.6M | $325.2M | 0.11% |
22266T109 Coupang, Inc., Class A | Reduced | -$15.9M | $129.9M | 0.09% |
1084102 AGCO Corporation | Reduced | -$13.7M | $186.2M | 0.08% |
01609W102 Alibaba Group Holding Ltd., ADR | Sold out | -$13.6M | $0 | 0.08% |
20825C104 ConocoPhillips | Reduced | -$12.2M | $135.9M | 0.07% |
74340W103 Prologis, Inc. | Reduced | -$12.2M | $18.9M | 0.07% |
02079K107 Alphabet Inc., Class C | Increased | $11.9M | $123.2M | 0.07% |
74834L100 Quest Diagnostics Inc. | Reduced | -$10.8M | $361.7M | 0.06% |
902494103 Tyson Foods Inc | Reduced | -$8.4M | $177.0M | 0.05% |
23908L405 Davis Select International ETF | Reduced | -$8.4M | $84.5M | 0.05% |
81141R100 Sea Ltd., Class A, ADR | Increased | $6.5M | $67.7M | 0.04% |
60505104 Bank of America Corp. | Increased | $5.0M | $51.4M | 0.03% |
74460D109 Public Storage, Inc. | Reduced | -$4.8M | $15.0M | 0.03% |
18467V109 Clear Secure, Inc. | Reduced | -$4.2M | $15.4M | 0.02% |
76131N101 Retail Opportunity Investments Corp. | Sold out | -$4.2M | $0 | 0.02% |
G51502105 Johnson Controls International plc | Reduced | -$4.1M | $31.9M | 0.02% |
91324P102 UnitedHealth Group Inc. | Reduced | -$4.0M | $25.9M | 0.02% |
693475105 PNC Financial Services Group, Inc. | Increased | $4.0M | $96.7M | 0.02% |
594918104 Microsoft Corp. | Reduced | -$3.6M | $107.5M | 0.02% |
866674104 Sun Communities, Inc. | Sold out | -$3.5M | $0 | 0.02% |
95082P105 Wesco International, Inc. | Increased | $3.5M | $46.5M | 0.02% |
540424108 Loews Corp. | Increased | $3.5M | $51.3M | 0.02% |
25816109 American Express Co. | Increased | $3.5M | $81.5M | 0.02% |
92276F100 Ventas, Inc. | Reduced | -$3.2M | $14.8M | 0.02% |
G7496G103 RenaissanceRe Holdings Ltd | Reduced | -$3.1M | $35.4M | 0.02% |
23908L306 Davis Select Worldwide ETF | Reduced | -$3.0M | $69.6M | 0.02% |
222795502 Cousins Properties, Inc. | Reduced | -$2.8M | $15.4M | 0.02% |
808513105 Charles Schwab Corp. | Increased | $2.8M | $22.2M | 0.02% |
76169C100 Rexford Industrial Realty, Inc. | Increased | $2.6M | $13.1M | 0.02% |
23908L108 Davis Select Financial ETF | Increased | $2.4M | $81.1M | 0.01% |
15271109 Alexandria Real Estate Equities, Inc. | Reduced | -$2.2M | $14.7M | 0.01% |
30225T102 Extra Space Storage, Inc. | Reduced | -$1.9M | $9.1M | 0.01% |
23908L207 Davis Select U.S. Equity ETF | Increased | $1.5M | $142.6M | 0.01% |
431284108 Highwoods Properties Inc. | Reduced | -$1.3M | $4.0M | 0.01% |
803054204 SAP SE - ADR | Increased | $1.2M | $24.0M | 0.01% |
03027X100 American Tower Corp | Reduced | -$1.2M | $16.4M | 0.01% |
22822V101 Crown Castle, Inc. | Reduced | -$1.2M | $3.7M | 0.01% |
867892101 Sunstone Hotel Investors, Inc. | Increased | $1.2M | $9.5M | 0.01% |
444097109 Hudson Pacific Properties Inc. | Increased | $1.1M | $6.9M | 0.01% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$1.0M | $19.5M | 0.01% |
G3223R108 Everest Group, Ltd. | Reduced | -$1.0M | $14.2M | 0.01% |
512807108 Lam Research Corp. | Sold out | -$1.0M | $0 | 0.01% |
316773100 Fifth Third Bancorp | Reduced | -$998,601 | $103.3M | 0.01% |
29444U700 Equinix, Inc. | Increased | $945,489 | $18.1M | 0.01% |
101121101 BXP, Inc. | Reduced | -$932,080 | $11.4M | 0.01% |
512807306 Lam Research Corp. | New | $886,984 | $886,984 | 0.01% |
88146M101 Terreno Realty Corp. | Reduced | -$831,149 | $6.0M | 0.00% |
857477103 State Street Corp. | Increased | $814,573 | $6.2M | 0.00% |
68389X105 Oracle Corporation | Reduced | -$696,192 | $22.9M | 0.00% |
55261F104 M & T Bank Corp | Increased | $689,563 | $9.3M | 0.00% |
42250P103 Healthpeak Properties, Inc. | Reduced | -$686,917 | $5.0M | 0.00% |
531229771 Liberty Formula One, Series A | Sold out | -$685,973 | $0 | 0.00% |
925652109 VICI Properties, Inc. | Reduced | -$625,376 | $4.2M | 0.00% |
133131102 Camden Property Trust | Reduced | -$574,010 | $8.1M | 0.00% |
902653104 UDR, Inc. | Reduced | -$442,036 | $8.5M | 0.00% |
89832Q109 Truist Financial Corp. | Increased | $436,872 | $6.3M | 0.00% |
297178105 Essex Property Trust, Inc. | Reduced | -$393,783 | $9.5M | 0.00% |
53484101 AvalonBay Communities, Inc. | Reduced | -$384,690 | $12.4M | 0.00% |
29476L107 Equity Residential | Reduced | -$319,627 | $7.2M | 0.00% |
253868103 Digital Realty Trust, Inc. | Reduced | -$299,072 | $16.1M | 0.00% |
277276101 Eastgroup Properties, Inc. | Reduced | -$277,105 | $7.1M | 0.00% |
02665T306 American Homes 4 Rent - Class A | Reduced | -$264,684 | $8.1M | 0.00% |
313745101 Federal Realty Investment Trust | Reduced | -$233,147 | $6.7M | 0.00% |
20369C106 Community Healthcare Trust, Inc. | Increased | $228,567 | $4.1M | 0.00% |
828806109 Simon Property Group, Inc. | Reduced | -$225,901 | $13.9M | 0.00% |
59522J103 Mid-America Apartment Communities, Inc. | Reduced | -$154,408 | $5.5M | 0.00% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Reduced | -$144,562 | $39.3M | 0.00% |
758849103 Regency Centers Corporation | Increased | $142,060 | $8.8M | 0.00% |
74967X103 RH | Increased | $132,519 | $881,642 | 0.00% |
25960P109 Douglas Emmett, Inc | Increased | $123,443 | $2.3M | 0.00% |
228368106 Crown Holdings, Inc. | Reduced | -$113,039 | $708,653 | 0.00% |
11120U105 Brixmor Property Group, Inc. | Reduced | -$99,534 | $13.7M | 0.00% |
95040Q104 Welltower, Inc. | Reduced | -$83,425 | $3.7M | 0.00% |
830566105 Skechers U.S.A., Inc., Class A | Increased | $1,920 | $403,440 | 0.00% |