HeadInvest LLC’s Seagate STX Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-230	Closed	-$15.2K	–	634
2023 Q3	$15.2K	Buy	+230	New	+$14.8K	﹤0.01%	509

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

HeadInvest LLC's STX Position: Q4 2023 in Review

HeadInvest LLC sold out of Seagate (STX) in Q4 2023, closing a stake of 230 shares — an estimated $15.2K sold.

HeadInvest LLC first reported a position in STX in Q3 2023 and held it in 1 quarter. The position peaked at $15.2K in Q3 2023. 728 funds tracked by Wall St. Rank hold STX as of Q4 2023.

HeadInvest LLC reported no remaining Seagate position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 230 Seagate shares in Q4 2023, an estimated $15.2K.
HeadInvest LLC first reported a position in Seagate in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Seagate position peaked at $15.2K in Q3 2023.
728 funds tracked by Wall St. Rank held Seagate as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.