Elm Advisors’s Western Digital WDC Stock Holding History

Elm 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
2021 Q1	–	Sell	-61	Closed	-$3K	–	255
2020 Q4	$3K	Buy	+61	New	+$2.02K	﹤0.01%	267
2018 Q4	–	Sell	-61	Closed	-$3K	–	269
2018 Q3	$3K	Buy	+61	New	+$3.09K	﹤0.01%	289

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Elm Advisors's WDC Position: Q1 2021 in Review

Elm Advisors sold out of Western Digital (WDC) in Q1 2021, closing a stake of 61 shares — an estimated $3K sold.

Elm Advisors first reported a position in WDC in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

Elm Advisors reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 61 Western Digital shares in Q1 2021, an estimated $3K.
Elm Advisors first reported a position in Western Digital in Q3 2018 and held it in 2 quarters.
Elm Advisors's Western Digital position peaked at $3K in Q4 2020.
669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.