New Jersey Better Educational Savings Trust’s Western Digital WDC Stock Holding History

New Jersey Better Educational Savings Trust’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
2019 Q4	–	Sell	-6,615	Closed	-$298K	–	160
2019 Q3	$298K	Hold	6,615	–	–	0.42%	84
2019 Q2	$238K	Hold	6,615	–	–	0.32%	124
2019 Q1	$240K	Sell	6,615 -5,292	-44%	-$181K	0.32%	125
2018 Q4	$333K	Sell	11,907 -1,323	-10%	-$46.9K	0.43%	76
2018 Q3	$585K	Buy	13,230 +1,323	+11%	+$67K	0.6%	37
2018 Q2	$697K	Buy	11,907 +5,292	+80%	+$337K	0.76%	28
2018 Q1	$461K	Sell	6,615 -3,969	-38%	-$267K	0.51%	67
2017 Q4	$636K	Hold	10,584	–	–	0.64%	42
2017 Q3	$691K	Hold	10,584	–	–	0.58%	46
2017 Q2	$709K	Buy	10,584 +2,646	+33%	+$176K	0.62%	40
2017 Q1	$495K	Sell	7,938 -3,969	-33%	-$228K	0.44%	89
2016 Q4	$612K	Sell	11,907 -1,323	-10%	-$61K	0.39%	93
2016 Q3	$585K	Buy	+13,230	New	+$499K	0.38%	109

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Jersey Better Educational Savings Trust's WDC Position: Q4 2019 in Review

New Jersey Better Educational Savings Trust sold out of Western Digital (WDC) in Q4 2019, closing a stake of 6,615 shares — an estimated $298K sold.

New Jersey Better Educational Savings Trust first reported a position in WDC in Q3 2016 and held it in 13 quarters. The position peaked at $709K in Q2 2017. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

New Jersey Better Educational Savings Trust reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 6,615 Western Digital shares in Q4 2019, an estimated $298K.
New Jersey Better Educational Savings Trust first reported a position in Western Digital in Q3 2016 and held it in 13 quarters.
New Jersey Better Educational Savings Trust's Western Digital position peaked at $709K in Q2 2017.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2019, filed 31 Jan 2020.