Private Ocean’s Western Digital WDC Stock Holding History

Private Ocean’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	-716	Closed	-$39K	–	636
2021 Q2	$39K	Hold	716	–	–	0.01%	276
2021 Q1	$36K	Hold	716	–	–	0.01%	303
2020 Q4	$30K	Hold	716	–	–	0.01%	289
2020 Q3	$20K	Hold	716	–	–	﹤0.01%	311
2020 Q2	$23K	Hold	716	–	–	0.01%	285
2020 Q1	$22K	Hold	716	–	–	0.01%	312
2019 Q4	$35K	Hold	716	–	–	0.01%	286
2019 Q3	$33K	Hold	716	–	–	0.01%	282
2019 Q2	$25K	Buy	+716	New	+$24.5K	0.01%	273
2018 Q2	–	Sell	-1,323	Closed	-$92K	–	399
2018 Q1	$92K	Sell	1,323 -42	-3%	-$2.83K	0.04%	123
2017 Q4	$82K	Buy	+1,365	New	+$87.9K	0.05%	98
2014 Q1	–	Sell	-40	Closed	-$3K	–	228
2013 Q4	$3K	Buy	+40	New	+$2.23K	﹤0.01%	186

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

ClearBridge Investments

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

Fidelity International

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return