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Daiwa SB Investments’s Western Digital WDC Stock Holding History

Daiwa SB Investments’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
-145,040
Closed -$8.49M – 265
2018
Q2 		$8.49M Buy
145,040
+104,741
+260% +$6.66M 2.07% 17
2018
Q1 		$2.81M Sell
40,299
-2,804
-7% -$189K 0.82% 36
2017
Q4 		$2.59M Sell
43,103
-32,229
-43% -$2.08M 0.68% 30
2017
Q3 		$4.92M Sell
75,332
-317
-0.4% -$21K 1.36% 26
2017
Q2 		$5.07M Buy
75,649
+9,684
+15% +$643K 1.38% 27
2017
Q1 		$4.12M Buy
+65,965
New +$3.79M 1.1% 30

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
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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
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

Daiwa SB Investments's WDC Position: Q3 2018 in Review

Daiwa SB Investments sold out of Western Digital (WDC) in Q3 2018, closing a stake of 145,040 shares — an estimated $8.49M sold.

Daiwa SB Investments first reported a position in WDC in Q1 2017 and held it in 6 quarters. The position peaked at $8.49M in Q2 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Daiwa SB Investments reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 145,040 Western Digital shares in Q3 2018, an estimated $8.49M.
  • Daiwa SB Investments first reported a position in Western Digital in Q1 2017 and held it in 6 quarters.
  • Daiwa SB Investments's Western Digital position peaked at $8.49M in Q2 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Daiwa SB Investments's 13F filing for Q3 2018, filed 10 Oct 2018.