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Jefferies Group’s Western Digital WDC Stock Holding History

Jefferies Group’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
2021
Q1 		– Sell
-9,923
Closed -$415K – 2034
2020
Q4 		$415K Buy
+9,923
New +$329K ﹤0.01% 1197
2020
Q3 		– Sell
-13,230
Closed -$442 – 1573
2020
Q2 		$442 Sell
13,230
-84,540
-86% -$2.74M 0.01% 937
2020
Q1 		$3.08M Sell
97,770
-65,224
-40% -$2.89M 0.03% 497
2019
Q4 		$7.82M Buy
162,994
+115,366
+242% +$4.81M 0.06% 327
2019
Q3 		$2.15M Sell
47,628
-342,525
-88% -$14.6M 0.02% 1040
2019
Q2 		$14M Buy
+390,153
New +$13.4M 0.1% 145
2018
Q1 		– Sell
-145,530
Closed -$8.75M – 2752
2017
Q4 		$8.75M Sell
145,530
-204,536
-58% -$13.2M 0.04% 346
2017
Q3 		$22.9M Buy
+350,066
New +$23.2M 0.15% 102
2016
Q3 		– Sell
-383,273
Closed -$13.7M – 2484
2016
Q2 		$13.7M Sell
383,273
-644,566
-63% -$21.2M 0.06% 205
2016
Q1 		$36.7M Buy
+1,027,839
New +$36.8M 0.21% 63
2015
Q4 		– Sell
-3,308
Closed -$199K – 2602
2015
Q3 		$199K Buy
+3,308
New +$199K ﹤0.01% 1932
2015
Q2 		– Sell
-26,460
Closed -$1.82M – 3529
2015
Q1 		$1.82M Buy
+26,460
New +$2.07M 0.01% 789
2014
Q1 		– Sell
-102,268
Closed -$6.49M – 2407
2013
Q4 		$6.49M Buy
+102,268
New +$5.71M 0.04% 258

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jefferies Group's WDC Position: Q3 2021 in Review

Jefferies Group sold out of Western Digital (WDC) in Q3 2021, closing a stake of 148 shares — an estimated $7.03K sold.

Jefferies Group first reported a position in WDC in Q2 2013 and held it in 30 quarters. The position peaked at $16.5M in Q3 2017. 630 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

  • Jefferies Group reported no remaining Western Digital position as of Q3 2021 after selling out during the quarter.
  • Jefferies Group sold 148 Western Digital shares in Q3 2021, an estimated $7.03K.
  • Jefferies Group first reported a position in Western Digital in Q2 2013 and held it in 30 quarters.
  • Jefferies Group's Western Digital position peaked at $16.5M in Q3 2017.
  • 630 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Jefferies Group's 13F filing for Q3 2021, filed 15 Nov 2021.