CMG
WDC icon

Cavalry Management Group’s Western Digital WDC Stock Holding History

Cavalry Management Group’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
2024
Q3 		$1.41M Buy
27,335
+15,185
+125% +$767K 6.33% 8
2024
Q2 		$696K Sell
12,150
-7,071
-37% -$392K 9.61% 3
2024
Q1 		$991K Buy
+19,221
New +$842K 0.14% 8
2021
Q2 		– Sell
-441,303
Closed -$22.3M – 49
2021
Q1 		$22.3M Buy
+441,303
New +$20.6M 2.07% 22
2020
Q1 		– Sell
-548,914
Closed -$26.3M – 44
2019
Q4 		$26.3M Buy
+548,914
New +$22.9M 3.82% 12
2018
Q2 		– Sell
-440,571
Closed -$30.7M – 21
2018
Q1 		$30.7M Buy
+440,571
New +$29.7M 8.77% 4
2017
Q4 		– Sell
-161,881
Closed -$10.6M – 29
2017
Q3 		$10.6M Sell
161,881
-174,713
-52% -$11.6M 2.67% 16
2017
Q2 		$22.5M Buy
336,594
+129,681
+63% +$8.62M 8.94% 2
2017
Q1 		$12.9M Buy
206,913
+25,888
+14% +$1.49M 5.26% 8
2016
Q4 		$9.3M Sell
181,025
-38,475
-18% -$1.77M 6.14% 7
2016
Q3 		$9.7M Buy
+219,500
New +$8.27M 8.1% 3

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalry Management Group's WDC Position: Q3 2024 in Review

Cavalry Management Group increased its Western Digital (WDC) stake by 125% in Q3 2024, buying an estimated $767K and bringing the position to 27,335 shares worth $1.41M. The position accounts for 6.33% of the portfolio, ranked #8.

Cavalry Management Group first reported a position in WDC in Q3 2016 and has held it in 11 quarters since. The position peaked at $30.7M in Q1 2018. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Cavalry Management Group held 27,335 shares of Western Digital worth $1.41M as of Q3 2024.
  • Cavalry Management Group bought 15,185 Western Digital shares in Q3 2024, an estimated $767K.
  • Western Digital made up 6.33% of Cavalry Management Group's portfolio in Q3 2024, its #8 holding.
  • Cavalry Management Group first reported a position in Western Digital in Q3 2016 and has held it in 11 quarters since.
  • Cavalry Management Group's Western Digital position peaked at $30.7M in Q1 2018.
  • 696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Cavalry Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.