No Street GP LP’s Western Digital WDC Stock Holding History

No Street GP LP’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
2024 Q4	–	Sell	-1,025,325	Closed	-$52.9M	–	44
2024 Q3	$52.9M	Sell	1,025,325 -198,450	-16%	-$10M	4.08%	9
2024 Q2	$70.1M	Buy	1,223,775 +26,460	+2%	+$1.47M	4.31%	5
2024 Q1	$61.8M	Buy	+1,197,315	New	+$52.4M	4.56%	4
2020 Q3	–	Sell	-456,435	Closed	-$15.2M	–	44
2020 Q2	$15.2M	Buy	456,435 +298,998	+190%	+$9.69M	1.96%	12
2020 Q1	$4.95M	Buy	+157,437	New	+$6.97M	1%	33

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

No Street GP LP's WDC Position: Q4 2024 in Review

No Street GP LP sold out of Western Digital (WDC) in Q4 2024, closing a stake of 1,025,325 shares — an estimated $52.9M sold.

No Street GP LP first reported a position in WDC in Q1 2020 and held it in 5 quarters. The position peaked at $70.1M in Q2 2024. 711 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

No Street GP LP reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
No Street GP LP sold 1,025,325 Western Digital shares in Q4 2024, an estimated $52.9M.
No Street GP LP first reported a position in Western Digital in Q1 2020 and held it in 5 quarters.
No Street GP LP's Western Digital position peaked at $70.1M in Q2 2024.
711 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on No Street GP LP's 13F filing for Q4 2024, filed 14 Feb 2025.