CHA
WDC icon

Carmichael Hill & Associates’s Western Digital WDC Stock Holding History

Carmichael Hill & Associates’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
2020
Q2 		– Sell
-397
Closed -$12K – 729
2020
Q1 		$12K Hold
397
– – 0.01% 441
2019
Q4 		$19K Buy
+397
New +$16.6K 0.01% 406

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Carmichael Hill & Associates's WDC Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of Western Digital (WDC) in Q2 2020, closing a stake of 397 shares — an estimated $12K sold.

Carmichael Hill & Associates first reported a position in WDC in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 609 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 397 Western Digital shares in Q2 2020, an estimated $12K.
  • Carmichael Hill & Associates first reported a position in Western Digital in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's Western Digital position peaked at $19K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.