Congress Asset Management’s Western Digital WDC Stock Holding History

Congress Asset Management’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
2018 Q3	–	Sell	-55,390	Closed	-$3.24M	–	378
2018 Q2	$3.24M	Hold	55,390	–	–	0.04%	228
2018 Q1	$3.86M	Hold	55,390	–	–	0.05%	206
2017 Q4	$3.33M	Sell	55,390 -39,690	-42%	-$2.56M	0.05%	213
2017 Q3	$6.21M	Buy	+95,080	New	+$6.31M	0.1%	139

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Congress Asset Management's WDC Position: Q3 2018 in Review

Congress Asset Management sold out of Western Digital (WDC) in Q3 2018, closing a stake of 55,390 shares — an estimated $3.24M sold.

Congress Asset Management first reported a position in WDC in Q3 2017 and held it in 4 quarters. The position peaked at $6.21M in Q3 2017. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Congress Asset Management reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
Congress Asset Management sold 55,390 Western Digital shares in Q3 2018, an estimated $3.24M.
Congress Asset Management first reported a position in Western Digital in Q3 2017 and held it in 4 quarters.
Congress Asset Management's Western Digital position peaked at $6.21M in Q3 2017.
697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Congress Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.