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Douglass Winthrop Advisors’s Western Digital WDC Stock Holding History

Douglass Winthrop Advisors’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
2020
Q1 		– Sell
-7,311
Closed -$351K – 263
2019
Q4 		$351K Hold
7,311
– – 0.01% 221
2019
Q3 		$330K Hold
7,311
– – 0.01% 217
2019
Q2 		$263K Buy
+7,311
New +$251K 0.01% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Douglass Winthrop Advisors's WDC Position: Q1 2020 in Review

Douglass Winthrop Advisors sold out of Western Digital (WDC) in Q1 2020, closing a stake of 7,311 shares — an estimated $351K sold.

Douglass Winthrop Advisors first reported a position in WDC in Q2 2019 and held it in 3 quarters. The position peaked at $351K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Douglass Winthrop Advisors reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 7,311 Western Digital shares in Q1 2020, an estimated $351K.
  • Douglass Winthrop Advisors first reported a position in Western Digital in Q2 2019 and held it in 3 quarters.
  • Douglass Winthrop Advisors's Western Digital position peaked at $351K in Q4 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.