Gargoyle Investment Advisor’s Western Digital WDC Stock Holding History

Gargoyle Investment Advisor’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
2019 Q4	$681K	Hold	14,193	–	–	1.05%	51
2019 Q3	$640K	Sell	14,193 -25,303	-64%	-$1.08M	0.81%	59
2019 Q2	$1.42M	Hold	39,496	–	–	1.58%	3
2019 Q1	$1.44M	Hold	39,496	–	–	1.38%	11
2018 Q4	$1.1M	Buy	+39,496	New	+$1.4M	1.01%	47
2016 Q4	–	Sell	-10,060	Closed	-$445K	–	206
2016 Q3	$445K	Hold	10,060	–	–	0.17%	137
2016 Q2	$359K	Buy	+10,060	New	+$331K	0.13%	176
2014 Q1	–	Sell	-37,368	Closed	-$2.37M	–	142
2013 Q4	$2.37M	Hold	37,368	–	–	1.12%	47
2013 Q3	$1.79M	Hold	37,368	–	–	1.11%	51
2013 Q2	$1.75M	Buy	+37,368	New	+$1.64M	0.89%	60

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gargoyle Investment Advisor's WDC Position: Q4 2019 in Review

Gargoyle Investment Advisor held its Western Digital (WDC) position steady in Q4 2019 at 14,193 shares worth $681K. The position accounts for 1.05% of the portfolio, ranked #51.

Gargoyle Investment Advisor first reported a position in WDC in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2013. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

Gargoyle Investment Advisor held 14,193 shares of Western Digital worth $681K as of Q4 2019.
Gargoyle Investment Advisor left its Western Digital share count unchanged in Q4 2019.
Western Digital made up 1.05% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #51 holding.
Gargoyle Investment Advisor first reported a position in Western Digital in Q2 2013 and has held it in 10 quarters since.
Gargoyle Investment Advisor's Western Digital position peaked at $2.37M in Q4 2013.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.