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Essex Investment Management’s Western Digital WDC Stock Holding History

Essex 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
2023
Q4 		– Sell
-47,881
Closed -$1.65M – 376
2023
Q3 		$1.65M Buy
47,881
+5,894
+14% +$186K 0.27% 131
2023
Q2 		$1.2M Buy
+41,987
New +$1.17M 0.17% 179

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essex Investment Management's WDC Position: Q4 2023 in Review

Essex Investment Management sold out of Western Digital (WDC) in Q4 2023, closing a stake of 47,881 shares — an estimated $1.65M sold.

Essex Investment Management first reported a position in WDC in Q2 2023 and held it in 2 quarters. The position peaked at $1.65M in Q3 2023. 608 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

  • Essex Investment Management reported no remaining Western Digital position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 47,881 Western Digital shares in Q4 2023, an estimated $1.65M.
  • Essex Investment Management first reported a position in Western Digital in Q2 2023 and held it in 2 quarters.
  • Essex Investment Management's Western Digital position peaked at $1.65M in Q3 2023.
  • 608 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.