Lourd Capital’s Western Digital WDC Stock Holding History

Lourd Capital’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
2018 Q1	–	Sell	-3,883	Closed	-$233K	–	333
2017 Q4	$233K	Buy	+3,883	New	+$250K	0.02%	299
2015 Q2	–	Sell	-3,286	Closed	-$226K	–	124
2015 Q1	$226K	Buy	3,286 +79	+2%	+$6.18K	0.02%	117
2014 Q4	$268K	Sell	3,207 -341	-10%	-$25.7K	0.03%	99
2014 Q3	$261K	Buy	+3,548	New	+$267K	0.03%	97
2013 Q3	–	Sell	-13,230	Closed	-$621K	–	115
2013 Q2	$621K	Buy	+13,230	New	+$580K	0.07%	46

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lourd Capital's WDC Position: Q1 2018 in Review

Lourd Capital sold out of Western Digital (WDC) in Q1 2018, closing a stake of 3,883 shares — an estimated $233K sold.

Lourd Capital first reported a position in WDC in Q2 2013 and held it in 5 quarters. The position peaked at $621K in Q2 2013. 813 funds tracked by Wall St. Rank hold WDC as of Q1 2018.

Lourd Capital reported no remaining Western Digital position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 3,883 Western Digital shares in Q1 2018, an estimated $233K.
Lourd Capital first reported a position in Western Digital in Q2 2013 and held it in 5 quarters.
Lourd Capital's Western Digital position peaked at $621K in Q2 2013.
813 funds tracked by Wall St. Rank held Western Digital as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.