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Meritage Portfolio Management’s Western Digital WDC Stock Holding History

Meritage Portfolio 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
2018
Q3 		– Sell
-184,891
Closed -$10.8M – 218
2018
Q2 		$10.8M Buy
184,891
+66,256
+56% +$4.22M 1.05% 11
2018
Q1 		$8.27M Buy
118,635
+2,944
+3% +$198K 0.8% 23
2017
Q4 		$6.96M Buy
+115,691
New +$7.45M 0.67% 41
2015
Q2 		– Sell
-54,276
Closed -$3.73M – 221
2015
Q1 		$3.73M Buy
+54,276
New +$4.24M 0.37% 155

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return