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Needham Investment Management’s Western Digital WDC Stock Holding History

Needham Investment 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
-16,538
Closed -$621K – 129
2022
Q1 		$621K Buy
+16,538
New +$679K 0.09% 108
2021
Q1 		– Sell
-26,129
Closed -$1.09M – 122
2020
Q4 		$1.09M Sell
26,129
-2,316
-8% -$76.9K 0.18% 83
2020
Q3 		$786K Buy
+28,445
New +$845K 0.16% 81

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Needham Investment Management's WDC Position: Q2 2022 in Review

Needham Investment Management sold out of Western Digital (WDC) in Q2 2022, closing a stake of 16,538 shares — an estimated $621K sold.

Needham Investment Management first reported a position in WDC in Q3 2020 and held it in 3 quarters. The position peaked at $1.09M in Q4 2020. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

  • Needham Investment Management reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
  • Needham Investment Management sold 16,538 Western Digital shares in Q2 2022, an estimated $621K.
  • Needham Investment Management first reported a position in Western Digital in Q3 2020 and held it in 3 quarters.
  • Needham Investment Management's Western Digital position peaked at $1.09M in Q4 2020.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Needham Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.