Great Diamond Partners’s Western Digital WDC Stock Holding History

Great Diamond Partners’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	-372	Closed	-$17K	–	597
2019 Q4	$17K	Buy	+372	New	+$15.5K	0.01%	511

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Great Diamond Partners's WDC Position: Q1 2020 in Review

Great Diamond Partners sold out of Western Digital (WDC) in Q1 2020, closing a stake of 372 shares — an estimated $17K sold.

Great Diamond Partners first reported a position in WDC in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

Great Diamond Partners reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 372 Western Digital shares in Q1 2020, an estimated $17K.
Great Diamond Partners first reported a position in Western Digital in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Western Digital position peaked at $17K in Q4 2019.
628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.