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Leuthold Group’s Western Digital WDC Stock Holding History

Leuthold 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
2024
Q3 		– Sell
-3,871
Closed -$222K – 201
2024
Q2 		$222K Buy
+3,871
New +$215K 0.03% 174
2015
Q2 		– Sell
-129,506
Closed -$8.91M – 231
2015
Q1 		$8.91M Sell
129,506
-522
-0.4% -$40.8K 0.83% 29
2014
Q4 		$10.9M Sell
130,028
-25,120
-16% -$1.9M 1.07% 19
2014
Q3 		$11.4M Sell
155,148
-10,334
-6% -$777K 1.03% 18
2014
Q2 		$11.5M Buy
165,482
+407
+0.2% +$27.3K 0.98% 24
2014
Q1 		$11.5M Sell
165,075
-3,319
-2% -$217K 1.02% 25
2013
Q4 		$10.7M Sell
168,394
-4,398
-3% -$246K 0.96% 26
2013
Q3 		$8.28M Buy
172,792
+58,280
+51% +$2.88M 0.77% 31
2013
Q2 		$5.37M Buy
+114,512
New +$5.02M 0.5% 68

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leuthold Group's WDC Position: Q3 2024 in Review

Leuthold Group sold out of Western Digital (WDC) in Q3 2024, closing a stake of 3,871 shares — an estimated $222K sold.

Leuthold Group first reported a position in WDC in Q2 2013 and held it in 9 quarters. The position peaked at $11.5M in Q2 2014. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Leuthold Group reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • Leuthold Group sold 3,871 Western Digital shares in Q3 2024, an estimated $222K.
  • Leuthold Group first reported a position in Western Digital in Q2 2013 and held it in 9 quarters.
  • Leuthold Group's Western Digital position peaked at $11.5M in Q2 2014.
  • 696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Leuthold Group's 13F filing for Q3 2024, filed 24 Oct 2024.