Northwest & Ethical Investments’s Western Digital WDC Stock Holding History

Northwest & Ethical Investments’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
2020 Q2	–	Sell	-35,112	Closed	-$1.1M	–	421
2020 Q1	$1.1M	Sell	35,112 -15,028	-30%	-$666K	0.06%	279
2019 Q4	$2.41M	Buy	+50,140	New	+$2.09M	0.11%	239
2019 Q2	–	Sell	-67,952	Closed	-$2.47M	–	384
2019 Q1	$2.47M	Buy	67,952 +42,249	+164%	+$1.45M	0.13%	214
2018 Q4	$718K	Buy	25,703 +11,113	+76%	+$394K	0.04%	332
2018 Q3	$646K	Buy	14,590 +397	+3%	+$20.1K	0.04%	314
2018 Q2	$830K	Hold	14,193	–	–	0.06%	289
2018 Q1	$990K	Buy	+14,193	New	+$955K	0.07%	274
2017 Q1	–	Sell	-11,907	Closed	-$612K	–	406
2016 Q4	$612K	Buy	+11,907	New	+$549K	0.04%	307

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Northwest & Ethical Investments's WDC Position: Q2 2020 in Review

Northwest & Ethical Investments sold out of Western Digital (WDC) in Q2 2020, closing a stake of 35,112 shares — an estimated $1.1M sold.

Northwest & Ethical Investments first reported a position in WDC in Q4 2016 and held it in 8 quarters. The position peaked at $2.47M in Q1 2019. 609 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

Northwest & Ethical Investments reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 35,112 Western Digital shares in Q2 2020, an estimated $1.1M.
Northwest & Ethical Investments first reported a position in Western Digital in Q4 2016 and held it in 8 quarters.
Northwest & Ethical Investments's Western Digital position peaked at $2.47M in Q1 2019.
609 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on Northwest & Ethical Investments's 13F filing for Q2 2020, filed 8 Jul 2025.