Sanders Morris Harris’s Western Digital WDC Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-17,153	Closed	-$835K	–	220
2020 Q1	$835K	Buy	17,153 +758	+5%	+$33.6K	0.82%	34
2019 Q4	$813K	Buy	16,395 +1,985	+14%	+$82.8K	0.18%	124
2019 Q3	$622K	Buy	14,410 +1,868	+15%	+$79.7K	0.15%	129
2019 Q2	$460K	Buy	+12,542	New	+$430K	0.12%	155
2018 Q2	–	Sell	-10,523	Closed	-$733K	–	153
2018 Q1	$733K	Buy	+10,523	New	+$708K	0.31%	54

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Sanders Morris Harris's WDC Position: Q2 2020 in Review

Sanders Morris Harris sold out of Western Digital (WDC) in Q2 2020, closing a stake of 17,153 shares — an estimated $835K sold.

Sanders Morris Harris first reported a position in WDC in Q1 2018 and held it in 5 quarters. The position peaked at $835K in Q1 2020. 609 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

Sanders Morris Harris reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
Sanders Morris Harris sold 17,153 Western Digital shares in Q2 2020, an estimated $835K.
Sanders Morris Harris first reported a position in Western Digital in Q1 2018 and held it in 5 quarters.
Sanders Morris Harris's Western Digital position peaked at $835K in Q1 2020.
609 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.