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Dean Investment Associates’s Western Digital WDC Stock Holding History

Dean Investment 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
2021
Q4 		– Sell
-26,312
Closed -$1.12M – 243
2021
Q3 		$1.12M Sell
26,312
-772
-3% -$36.7K 0.21% 186
2021
Q2 		$1.46M Sell
27,084
-248
-0.9% -$13.4K 0.27% 163
2021
Q1 		$1.38M Sell
27,332
-3,904
-12% -$183K 0.26% 178
2020
Q4 		$1.31M Sell
31,236
-3,495
-10% -$116K 0.27% 162
2020
Q3 		$960K Buy
34,731
+12,375
+55% +$368K 0.23% 176
2020
Q2 		$746K Buy
+22,356
New +$724K 0.18% 183
2017
Q1 		– Sell
-35,987
Closed -$1.85M – 223
2016
Q4 		$1.85M Buy
35,987
+1,506
+4% +$69.4K 0.32% 110
2016
Q3 		$1.52M Buy
34,481
+1,218
+4% +$45.9K 0.28% 114
2016
Q2 		$1.19M Buy
33,263
+5,485
+20% +$181K 0.23% 113
2016
Q1 		$992K Buy
27,778
+22,212
+399% +$794K 0.2% 119
2015
Q4 		$253K Buy
+5,566
New +$284K 0.06% 209

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dean Investment Associates's WDC Position: Q4 2021 in Review

Dean Investment Associates sold out of Western Digital (WDC) in Q4 2021, closing a stake of 26,312 shares — an estimated $1.12M sold.

Dean Investment Associates first reported a position in WDC in Q4 2015 and held it in 11 quarters. The position peaked at $1.85M in Q4 2016. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

  • Dean Investment Associates reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
  • Dean Investment Associates sold 26,312 Western Digital shares in Q4 2021, an estimated $1.12M.
  • Dean Investment Associates first reported a position in Western Digital in Q4 2015 and held it in 11 quarters.
  • Dean Investment Associates's Western Digital position peaked at $1.85M in Q4 2016.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Dean Investment Associates's 13F filing for Q4 2021, filed 10 Feb 2022.