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Shelter Haven Capital Management’s Western Digital WDC Stock Holding History

Shelter Haven 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
2021
Q2 		– Sell
-922,927
Closed -$46.6M – 19
2021
Q1 		$46.6M Buy
+922,927
New +$43.2M 14.69% 1

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelter Haven Capital Management's WDC Position: Q2 2021 in Review

Shelter Haven Capital Management sold out of Western Digital (WDC) in Q2 2021, closing a stake of 922,927 shares — an estimated $46.6M sold.

Shelter Haven Capital Management first reported a position in WDC in Q1 2021 and held it in 1 quarter. The position peaked at $46.6M in Q1 2021. 682 funds tracked by Wall St. Rank hold WDC as of Q2 2021.

  • Shelter Haven Capital Management reported no remaining Western Digital position as of Q2 2021 after selling out during the quarter.
  • Shelter Haven Capital Management sold 922,927 Western Digital shares in Q2 2021, an estimated $46.6M.
  • Shelter Haven Capital Management first reported a position in Western Digital in Q1 2021 and held it in 1 quarter.
  • Shelter Haven Capital Management's Western Digital position peaked at $46.6M in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Western Digital as of Q2 2021.

Based on Shelter Haven Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.