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M.D. Sass LLC’s Western Digital WDC Stock Holding History

M.D. Sass LLC’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
2014
Q4 		– Sell
-65,092
Closed -$4.79M – 64
2014
Q3 		$4.79M Sell
65,092
-5,821
-8% -$438K 0.28% 39
2014
Q2 		$4.95M Buy
+70,913
New +$4.75M 0.29% 31

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

M.D. Sass LLC's WDC Position: Q4 2014 in Review

M.D. Sass LLC sold out of Western Digital (WDC) in Q4 2014, closing a stake of 65,092 shares — an estimated $4.79M sold.

M.D. Sass LLC first reported a position in WDC in Q2 2014 and held it in 2 quarters. The position peaked at $4.95M in Q2 2014. 605 funds tracked by Wall St. Rank hold WDC as of Q4 2014.

  • M.D. Sass LLC reported no remaining Western Digital position as of Q4 2014 after selling out during the quarter.
  • M.D. Sass LLC sold 65,092 Western Digital shares in Q4 2014, an estimated $4.79M.
  • M.D. Sass LLC first reported a position in Western Digital in Q2 2014 and held it in 2 quarters.
  • M.D. Sass LLC's Western Digital position peaked at $4.95M in Q2 2014.
  • 605 funds tracked by Wall St. Rank held Western Digital as of Q4 2014.

Based on M.D. Sass LLC's 13F filing for Q4 2014, filed 13 Feb 2015.