M&R Capital Management’s Western Digital WDC Stock Holding History

M&R 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
2022 Q4	–	Sell	-265	Closed	-$6K	–	624
2022 Q3	$6K	Hold	265	–	–	﹤0.01%	374
2022 Q2	$8K	Hold	265	–	–	﹤0.01%	346
2022 Q1	$9K	Hold	265	–	–	﹤0.01%	345
2021 Q4	$13K	Hold	265	–	–	﹤0.01%	321
2021 Q3	$11K	Hold	265	–	–	﹤0.01%	329
2021 Q2	$14K	Hold	265	–	–	﹤0.01%	319
2021 Q1	$13K	Hold	265	–	–	﹤0.01%	320
2020 Q4	$11K	Hold	265	–	–	﹤0.01%	346
2020 Q3	$7K	Hold	265	–	–	﹤0.01%	382
2020 Q2	$8K	Hold	265	–	–	﹤0.01%	376
2020 Q1	$8K	Hold	265	–	–	﹤0.01%	373
2019 Q4	$12K	Hold	265	–	–	﹤0.01%	370
2019 Q3	$11K	Hold	265	–	–	﹤0.01%	399
2019 Q2	$9K	Hold	265	–	–	﹤0.01%	417
2019 Q1	$10K	Hold	265	–	–	﹤0.01%	411
2018 Q4	$7K	Hold	265	–	–	﹤0.01%	433
2018 Q3	$11K	Hold	265	–	–	﹤0.01%	429
2018 Q2	$15K	Hold	265	–	–	﹤0.01%	405
2018 Q1	$18K	Hold	265	–	–	﹤0.01%	395
2017 Q4	$15K	Hold	265	–	–	﹤0.01%	417
2017 Q3	$17K	Hold	265	–	–	﹤0.01%	401
2017 Q2	$15K	Hold	265	–	–	﹤0.01%	413
2017 Q1	$16K	Hold	265	–	–	﹤0.01%	405
2016 Q4	$13K	Hold	265	–	–	﹤0.01%	412
2016 Q3	$11K	Sell	265 -14	-5%	-$528	﹤0.01%	429
2016 Q2	$9K	Buy	+279	New	+$9.19K	﹤0.01%	441

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

M&R Capital Management's WDC Position: Q4 2022 in Review

M&R Capital Management sold out of Western Digital (WDC) in Q4 2022, closing a stake of 265 shares — an estimated $6K sold.

M&R Capital Management first reported a position in WDC in Q2 2016 and held it in 26 quarters. The position peaked at $18K in Q1 2018. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

M&R Capital Management reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
M&R Capital Management sold 265 Western Digital shares in Q4 2022, an estimated $6K.
M&R Capital Management first reported a position in Western Digital in Q2 2016 and held it in 26 quarters.
M&R Capital Management's Western Digital position peaked at $18K in Q1 2018.
525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on M&R Capital Management's 13F filing for Q4 2022, filed 11 Jan 2023.