Aperio Group’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.01M | Sell |
95,798
-7,076
| -7% | -$235K | 0.01% | 926 |
|
|
2020
Q3 | $2.84M | Sell |
102,874
-38,354
| -27% | -$1.14M | 0.01% | 957 |
|
|
2020
Q2 | $4.71M | Sell |
141,228
-32,975
| -19% | -$1.07M | 0.02% | 751 |
|
|
2020
Q1 | $5.48M | Sell |
174,203
-10,688
| -6% | -$473K | 0.02% | 615 |
|
|
2019
Q4 | $8.87M | Sell |
184,891
-29,128
| -14% | -$1.22M | 0.03% | 535 |
|
|
2019
Q3 | $9.65M | Buy |
214,019
+37,172
| +21% | +$1.59M | 0.04% | 490 |
|
|
2019
Q2 | $6.36M | Sell |
176,847
-23,271
| -12% | -$798K | 0.03% | 627 |
|
|
2019
Q1 | $7.27M | Sell |
200,118
-33,770
| -14% | -$1.16M | 0.03% | 564 |
|
|
2018
Q4 | $6.54M | Sell |
233,888
-267
| -0.1% | -$9.46K | 0.03% | 541 |
|
|
2018
Q3 | $10.4M | Sell |
234,155
-3,941
| -2% | -$200K | 0.05% | 430 |
|
|
2018
Q2 | $13.9M | Sell |
238,096
-25,725
| -10% | -$1.64M | 0.07% | 335 |
|
|
2018
Q1 | $18.4M | Buy |
263,821
+42,238
| +19% | +$2.84M | 0.09% | 257 |
|
|
2017
Q4 | $13.3M | Buy |
221,583
+5,709
| +3% | +$368K | 0.07% | 337 |
|
|
2017
Q3 | $14.1M | Buy |
215,874
+6,418
| +3% | +$426K | 0.08% | 299 |
|
|
2017
Q2 | $14M | Buy |
209,456
+27,251
| +15% | +$1.81M | 0.09% | 275 |
|
|
2017
Q1 | $11.4M | Buy |
182,205
+4,576
| +3% | +$263K | 0.08% | 308 |
|
|
2016
Q4 | $9.12M | Sell |
177,629
-15,631
| -8% | -$721K | 0.07% | 329 |
|
|
2016
Q3 | $8.54M | Buy |
193,260
+7,732
| +4% | +$291K | 0.06% | 363 |
|
|
2016
Q2 | $6.63M | Buy |
185,528
+83,919
| +83% | +$2.76M | 0.05% | 416 |
|
|
2016
Q1 | $3.63M | Buy |
101,609
+33,856
| +50% | +$1.21M | 0.03% | 592 |
|
|
2015
Q4 | $3.08M | Sell |
67,753
-37,680
| -36% | -$1.92M | 0.03% | 603 |
|
|
2015
Q3 | $6.33M | Buy |
105,433
+29,398
| +39% | +$1.77M | 0.06% | 359 |
|
|
2015
Q2 | $4.51M | Buy |
76,035
+6,275
| +9% | +$449K | 0.05% | 448 |
|
|
2015
Q1 | $4.8M | Buy |
69,760
+3,696
| +6% | +$289K | 0.05% | 419 |
|
|
2014
Q4 | $5.53M | Buy |
66,064
+2,223
| +3% | +$168K | 0.07% | 355 |
|
|
2014
Q3 | $4.7M | Buy |
63,841
+5,101
| +9% | +$383K | 0.06% | 369 |
|
|
2014
Q2 | $4.1M | Buy |
58,740
+1,633
| +3% | +$109K | 0.06% | 382 |
|
|
2014
Q1 | $3.96M | Buy |
+57,107
| New | +$3.73M | 0.06% | 447 |
|
|
2013
Q4 | – | Sell |
-47,096
| Closed | -$2.63M | – | 453 |
|
|
2013
Q3 | $2.26M | Buy |
47,096
+6,461
| +16% | +$319K | 0.04% | 542 |
|
|
2013
Q2 | $1.91M | Buy |
+40,635
| New | +$1.78M | 0.05% | 515 |
|
Other funds holding WDC
Aperio Group's WDC Position: Q4 2020 in Review
Aperio Group reduced its Western Digital (WDC) stake by 6.9% in Q4 2020, selling an estimated $235K and leaving 95,798 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #926.
Aperio Group first reported a position in WDC in Q2 2013 and has held it in 30 quarters since. The position peaked at $18.4M in Q1 2018. 625 funds tracked by Wall St. Rank hold WDC as of Q4 2020.
- Aperio Group held 95,798 shares of Western Digital worth $4.01M as of Q4 2020.
- Aperio Group sold 7,076 Western Digital shares in Q4 2020, an estimated $235K.
- Western Digital made up 0.01% of Aperio Group's portfolio in Q4 2020, its #926 holding.
- Aperio Group first reported a position in Western Digital in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Western Digital position peaked at $18.4M in Q1 2018.
- 625 funds tracked by Wall St. Rank held Western Digital as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.