Jupiter Investment Management’s Western Digital WDC Stock Holding History

Jupiter Investment Management’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	-231,833	Closed	-$11.1M	–	501
2019 Q4	$11.1M	Buy	+231,833	New	+$9.67M	0.15%	157
2016 Q1	–	Sell	-1,024	Closed	-$46K	–	528
2015 Q4	$46K	Buy	+1,024	New	+$52.3K	﹤0.01%	255
2014 Q4	–	Sell	-59,216	Closed	-$4.36M	–	415
2014 Q3	$4.36M	Buy	+59,216	New	+$4.45M	0.21%	105
2013 Q4	–	Sell	-30,164	Closed	-$1.45M	–	417
2013 Q3	$1.45M	Buy	+30,164	New	+$1.49M	0.14%	189

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

Jupiter Investment Management's WDC Position: Q1 2020 in Review

Jupiter Investment Management sold out of Western Digital (WDC) in Q1 2020, closing a stake of 231,833 shares — an estimated $11.1M sold.

Jupiter Investment Management first reported a position in WDC in Q3 2013 and held it in 4 quarters. The position peaked at $11.1M in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

Jupiter Investment Management reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 231,833 Western Digital shares in Q1 2020, an estimated $11.1M.
Jupiter Investment Management first reported a position in Western Digital in Q3 2013 and held it in 4 quarters.
Jupiter Investment Management's Western Digital position peaked at $11.1M in Q4 2019.
628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.