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Bartlett & Co’s Western Digital WDC Stock Holding History

Bartlett & Co’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$26K Hold
662
– – ﹤0.01% 825
2023
Q3 		$23K Hold
662
– – ﹤0.01% 796
2023
Q2 		$19K Buy
+662
New +$18.4K ﹤0.01% 835
2019
Q3 		– Sell
-103
Closed -$4K – 929
2019
Q2 		$4K Buy
103
+92
+836% +$3.15K ﹤0.01% 643
2019
Q1 		$0 Buy
+11
New +$377 ﹤0.01% 751

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co's WDC Position: Q4 2023 in Review

Bartlett & Co held its Western Digital (WDC) position steady in Q4 2023 at 662 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Bartlett & Co first reported a position in WDC in Q1 2019 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

  • Bartlett & Co held 662 shares of Western Digital worth $26K as of Q4 2023.
  • Bartlett & Co left its Western Digital share count unchanged in Q4 2023.
  • Western Digital made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #825 holding.
  • Bartlett & Co first reported a position in Western Digital in Q1 2019 and has held it in 5 quarters since.
  • 607 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.