Radnor Capital Management’s Western Digital WDC Stock Holding History

Radnor Capital Management’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
2024 Q4	–	Sell	-4,763	Closed	-$246K	–	339
2024 Q3	$246K	Buy	+4,763	New	+$241K	0.04%	303
2022 Q2	–	Sell	-5,424	Closed	-$204K	–	249
2022 Q1	$204K	Hold	5,424	–	–	0.05%	231
2021 Q4	$267K	Buy	+5,424	New	+$236K	0.07%	214
2021 Q2	–	Sell	-8,996	Closed	-$454K	–	206
2021 Q1	$454K	Hold	8,996	–	–	0.15%	143
2020 Q4	$377K	Hold	8,996	–	–	0.11%	157
2020 Q3	$249K	Hold	8,996	–	–	0.08%	174
2020 Q2	$289K	Hold	8,996	–	–	0.1%	144
2020 Q1	$283K	Hold	8,996	–	–	0.12%	126
2019 Q4	$432K	Hold	8,996	–	–	0.13%	125
2019 Q3	$406K	Sell	8,996 -993	-10%	-$42.4K	0.13%	126
2019 Q2	$359K	Buy	+9,989	New	+$342K	0.12%	127

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Radnor Capital Management's WDC Position: Q4 2024 in Review

Radnor Capital Management sold out of Western Digital (WDC) in Q4 2024, closing a stake of 4,763 shares — an estimated $246K sold.

Radnor Capital Management first reported a position in WDC in Q2 2019 and held it in 11 quarters. The position peaked at $454K in Q1 2021. 710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

Radnor Capital Management reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
Radnor Capital Management sold 4,763 Western Digital shares in Q4 2024, an estimated $246K.
Radnor Capital Management first reported a position in Western Digital in Q2 2019 and held it in 11 quarters.
Radnor Capital Management's Western Digital position peaked at $454K in Q1 2021.
710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Radnor Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.