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Principal Street Partners’s Western Digital WDC Stock Holding History

Principal Street 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
2020
Q1 		– Sell
-172,477
Closed -$8.27M – 196
2019
Q4 		$8.27M Sell
172,477
-17,037
-9% -$711K 1.84% 12
2019
Q3 		$8.54M Buy
189,514
+133,289
+237% +$5.69M 2.14% 6
2019
Q2 		$2.04M Sell
56,225
-100,827
-64% -$3.46M 1.12% 19
2019
Q1 		$5.71M Buy
+157,052
New +$5.38M 2.48% 8

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Street Partners's WDC Position: Q1 2020 in Review

Principal Street Partners sold out of Western Digital (WDC) in Q1 2020, closing a stake of 172,477 shares — an estimated $8.27M sold.

Principal Street Partners first reported a position in WDC in Q1 2019 and held it in 4 quarters. The position peaked at $8.54M in Q3 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Principal Street Partners reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Principal Street Partners sold 172,477 Western Digital shares in Q1 2020, an estimated $8.27M.
  • Principal Street Partners first reported a position in Western Digital in Q1 2019 and held it in 4 quarters.
  • Principal Street Partners's Western Digital position peaked at $8.54M in Q3 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Principal Street Partners's 13F filing for Q1 2020, filed 14 May 2020.