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LVM Capital Management’s Western Digital WDC Stock Holding History

LVM Capital 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
2024
Q1 		– Sell
-19,653
Closed -$778K – 147
2023
Q4 		$778K Buy
19,653
+165
+0.8% +$5.78K 0.1% 79
2023
Q3 		$672K Buy
+19,488
New +$615K 0.09% 80

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LVM Capital Management's WDC Position: Q1 2024 in Review

LVM Capital Management sold out of Western Digital (WDC) in Q1 2024, closing a stake of 19,653 shares — an estimated $778K sold.

LVM Capital Management first reported a position in WDC in Q3 2023 and held it in 2 quarters. The position peaked at $778K in Q4 2023. 682 funds tracked by Wall St. Rank hold WDC as of Q1 2024.

  • LVM Capital Management reported no remaining Western Digital position as of Q1 2024 after selling out during the quarter.
  • LVM Capital Management sold 19,653 Western Digital shares in Q1 2024, an estimated $778K.
  • LVM Capital Management first reported a position in Western Digital in Q3 2023 and held it in 2 quarters.
  • LVM Capital Management's Western Digital position peaked at $778K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held Western Digital as of Q1 2024.

Based on LVM Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.