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Contravisory Investment Management’s Western Digital WDC Stock Holding History

Contravisory Investment 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
2025
Q1 		– Sell
-9,618
Closed -$434K – 460
2024
Q4 		$434K Hold
9,618
– – 0.09% 163
2024
Q3 		$496K Sell
9,618
-159
-2% -$8.03K 0.11% 135
2024
Q2 		$560K Sell
9,777
-32
-0.3% -$1.77K 0.12% 107
2024
Q1 		$506K Sell
9,809
-41
-0.4% -$1.79K 0.11% 122
2023
Q4 		$390K Sell
9,850
-34
-0.3% -$1.19K 0.1% 154
2023
Q3 		$341K Buy
+9,884
New +$312K 0.1% 148
2020
Q3 		– Sell
-7,249
Closed -$244K – 283
2020
Q2 		$244K Sell
7,249
-823
-10% -$26.7K 0.09% 131
2020
Q1 		$254K Buy
8,072
+551
+7% +$24.4K 0.11% 99
2019
Q4 		$361K Buy
7,521
+250
+3% +$10.4K 0.13% 103
2019
Q3 		$328K Buy
+7,271
New +$310K 0.12% 104
2018
Q1 		– Sell
-37
Closed -$2K – 461
2017
Q4 		$2K Hold
37
– – ﹤0.01% 339
2017
Q3 		$2K Buy
+37
New +$2.46K ﹤0.01% 377
2015
Q2 		– Sell
-126
Closed -$9K – 198
2015
Q1 		$9K Buy
126
+20
+19% +$1.56K ﹤0.01% 128
2014
Q4 		$9K Buy
+106
New +$8K ﹤0.01% 125

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Contravisory Investment Management's WDC Position: Q1 2025 in Review

Contravisory Investment Management sold out of Western Digital (WDC) in Q1 2025, closing a stake of 9,618 shares — an estimated $434K sold.

Contravisory Investment Management first reported a position in WDC in Q4 2014 and held it in 14 quarters. The position peaked at $560K in Q2 2024. 663 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Contravisory Investment Management reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 9,618 Western Digital shares in Q1 2025, an estimated $434K.
  • Contravisory Investment Management first reported a position in Western Digital in Q4 2014 and held it in 14 quarters.
  • Contravisory Investment Management's Western Digital position peaked at $560K in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.