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Richard Pzena’s Western Digital WDC Stock Holding History

Richard Pzena’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
2014
Q4 		– Sell
-139,907
Closed -$10.3M – 148
2014
Q3 		$10.3M Buy
139,907
+29,933
+27% +$2.25M 0.06% 132
2014
Q2 		$7.67M Buy
109,974
+72,401
+193% +$4.85M 0.04% 132
2014
Q1 		$2.61M Buy
+37,573
New +$2.45M 0.01% 131

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Richard Pzena's WDC Position: Q4 2014 in Review

Richard Pzena sold out of Western Digital (WDC) in Q4 2014, closing a stake of 139,907 shares — an estimated $10.3M sold.

Richard Pzena first reported a position in WDC in Q1 2014 and held it in 3 quarters. The position peaked at $10.3M in Q3 2014. 606 funds tracked by Wall St. Rank hold WDC as of Q4 2014.

  • Richard Pzena reported no remaining Western Digital position as of Q4 2014 after selling out during the quarter.
  • Richard Pzena sold 139,907 Western Digital shares in Q4 2014, an estimated $10.3M.
  • Richard Pzena first reported a position in Western Digital in Q1 2014 and held it in 3 quarters.
  • Richard Pzena's Western Digital position peaked at $10.3M in Q3 2014.
  • 606 funds tracked by Wall St. Rank held Western Digital as of Q4 2014.

Based on Pzena Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.