Paloma Partners’s Western Digital WDC Stock Holding History

Paloma Partners’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
2021 Q3	–	Sell	-39,425	Closed	-$2.12M	–	1935
2021 Q2	$2.12M	Buy	+39,425	New	+$2.13M	0.04%	407
2021 Q1	–	Sell	-1,058	Closed	-$45K	–	2389
2020 Q4	$45K	Buy	+1,058	New	+$35.1K	﹤0.01%	1562
2020 Q3	–	Sell	-35,721	Closed	-$1.19M	–	2511
2020 Q2	$1.19M	Buy	35,721 +30,694	+611%	+$994K	0.02%	843
2020 Q1	$158K	Buy	+5,027	New	+$223K	0.01%	958
2018 Q3	–	Sell	-36,250	Closed	-$2.12M	–	1976
2018 Q2	$2.12M	Buy	+36,250	New	+$2.31M	0.04%	427
2015 Q2	–	Sell	-12,172	Closed	-$837K	–	1956
2015 Q1	$837K	Sell	12,172 -11,245	-48%	-$879K	0.02%	565
2014 Q4	$1.96M	Buy	+23,417	New	+$1.77M	0.08%	260

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

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

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Paloma Partners's WDC Position: Q1 2025 in Review

Paloma Partners sold out of Western Digital (WDC) in Q1 2025, closing a stake of 5,111 shares — an estimated $230K sold.

Paloma Partners first reported a position in WDC in Q2 2013 and held it in 26 quarters. The position peaked at $11.5M in Q2 2021. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

Paloma Partners reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 5,111 Western Digital shares in Q1 2025, an estimated $230K.
Paloma Partners first reported a position in Western Digital in Q2 2013 and held it in 26 quarters.
Paloma Partners's Western Digital position peaked at $11.5M in Q2 2021.
662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.