McCarthy Asset Management’s Western Digital WDC Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-99	Closed	-$4K	–	303
2022 Q1	$4K	Buy	99 +39	+65%	+$1.6K	﹤0.01%	230
2021 Q4	$3K	Buy	60 +34	+131%	+$1.48K	﹤0.01%	256
2021 Q3	$1K	Sell	26 -27	-51%	-$1.28K	﹤0.01%	332
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	310
2021 Q1	$3K	Hold	53	–	–	﹤0.01%	269
2020 Q4	$2K	Buy	+53	New	+$1.76K	﹤0.01%	295

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McCarthy Asset Management's WDC Position: Q2 2022 in Review

McCarthy Asset Management sold out of Western Digital (WDC) in Q2 2022, closing a stake of 99 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in WDC in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

McCarthy Asset Management reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 99 Western Digital shares in Q2 2022, an estimated $4K.
McCarthy Asset Management first reported a position in Western Digital in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Western Digital position peaked at $4K in Q1 2022.
629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.