BBR Partners’s Western Digital WDC Stock Holding History

BBR Partners’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
2025 Q1	–	Sell	-19,845	Closed	-$894K	–	260
2024 Q4	$894K	Buy	19,845 +6,615	+50%	+$333K	0.06%	104
2024 Q3	$683K	Buy	+13,230	New	+$668K	0.05%	106
2019 Q3	–	Sell	-29,371	Closed	-$1.06M	–	143
2019 Q2	$1.06M	Hold	29,371	–	–	0.17%	47
2019 Q1	$1.07M	Hold	29,371	–	–	0.14%	66
2018 Q4	$821K	Buy	+29,371	New	+$1.04M	0.11%	73

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

BBR Partners's WDC Position: Q1 2025 in Review

BBR Partners sold out of Western Digital (WDC) in Q1 2025, closing a stake of 19,845 shares — an estimated $894K sold.

BBR Partners first reported a position in WDC in Q4 2018 and held it in 5 quarters. The position peaked at $1.07M in Q1 2019. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

BBR Partners reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
BBR Partners sold 19,845 Western Digital shares in Q1 2025, an estimated $894K.
BBR Partners first reported a position in Western Digital in Q4 2018 and held it in 5 quarters.
BBR Partners's Western Digital position peaked at $1.07M in Q1 2019.
662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on BBR Partners's 13F filing for Q1 2025, filed 14 May 2025.