Freedom Investment Management’s Seagate STX Stock Holding History

Freedom Investment Management’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,147	Closed	-$271K	–	791
2022 Q4	$271K	Buy	5,147 +412	+9%	+$21.9K	0.03%	601
2022 Q3	$252K	Sell	4,735 -9	-0.2%	-$650	0.03%	606
2022 Q2	$339K	Buy	+4,744	New	+$385K	0.04%	564
2020 Q3	–	Sell	-5,055	Closed	-$245K	–	596
2020 Q2	$245K	Buy	+5,055	New	+$254K	0.03%	461
2019 Q3	–	Sell	-5,203	Closed	-$245K	–	734
2019 Q2	$245K	Sell	5,203 -208	-4%	-$9.68K	0.02%	580
2019 Q1	$259K	Sell	5,411 -16,867	-76%	-$748K	0.02%	562
2018 Q4	$860K	Buy	22,278 +17,595	+376%	+$741K	0.07%	294
2018 Q3	$231K	Buy	+4,683	New	+$250K	0.01%	794
2017 Q2	–	Sell	-4,557	Closed	-$209K	–	1124
2017 Q1	$209K	Buy	+4,557	New	+$202K	0.01%	946

Other funds holding STX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Freedom Investment Management's STX Position: Q1 2023 in Review

Freedom Investment Management sold out of Seagate (STX) in Q1 2023, closing a stake of 5,147 shares — an estimated $271K sold.

Freedom Investment Management first reported a position in STX in Q1 2017 and held it in 9 quarters. The position peaked at $860K in Q4 2018. 670 funds tracked by Wall St. Rank hold STX as of Q1 2023.

Freedom Investment Management reported no remaining Seagate position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 5,147 Seagate shares in Q1 2023, an estimated $271K.
Freedom Investment Management first reported a position in Seagate in Q1 2017 and held it in 9 quarters.
Freedom Investment Management's Seagate position peaked at $860K in Q4 2018.
670 funds tracked by Wall St. Rank held Seagate as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.