Oakworth Capital’s Western Digital WDC Stock Holding History

Oakworth Capital’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 Q1	–	Sell	-5	Closed	–	–	652
2017 Q4	$0	Hold	5	–	–	﹤0.01%	669
2017 Q3	$0	Hold	5	–	–	﹤0.01%	659
2017 Q2	$0	Hold	5	–	–	﹤0.01%	653
2017 Q1	$0	Sell	5 -159	-97%	-$9.13K	﹤0.01%	672
2016 Q4	$8K	Buy	164 +66	+67%	+$3.04K	﹤0.01%	483
2016 Q3	$4K	Hold	98	–	–	﹤0.01%	528
2016 Q2	$3K	Buy	98 +5	+5%	+$165	﹤0.01%	528
2016 Q1	$3K	Hold	93	–	–	﹤0.01%	482
2015 Q4	$4K	Hold	93	–	–	﹤0.01%	432
2015 Q3	$6K	Hold	93	–	–	﹤0.01%	339
2015 Q2	$6K	Hold	93	–	–	﹤0.01%	344
2015 Q1	$7K	Hold	93	–	–	﹤0.01%	346
2014 Q4	$8K	Hold	93	–	–	﹤0.01%	334
2014 Q3	$7K	Sell	93 -72	-44%	-$5.41K	﹤0.01%	312
2014 Q2	$12K	Hold	165	–	–	0.01%	275
2014 Q1	$11K	Hold	165	–	–	0.01%	279
2013 Q4	$10K	Buy	+165	New	+$9.22K	0.01%	264

Other funds holding WDC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ClearBridge Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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