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Sittner & Nelson’s Western Digital WDC Stock Holding History

Sittner & Nelson’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
2023
Q3 		– Sell
-132
Closed -$3.79K – 485
2023
Q2 		$3.79K Hold
132
– – ﹤0.01% 420
2023
Q1 		$3.77K Hold
132
– – ﹤0.01% 430
2022
Q4 		$3.15K Hold
132
– – ﹤0.01% 406
2022
Q3 		$3K Hold
132
– – ﹤0.01% 414
2022
Q2 		$4K Hold
132
– – ﹤0.01% 428
2022
Q1 		$5K Hold
132
– – ﹤0.01% 392
2021
Q4 		$7K Sell
132
-183
-58% -$7.95K ﹤0.01% 372
2021
Q3 		$13K Hold
315
– – 0.01% 298
2021
Q2 		$17K Hold
315
– – 0.01% 263
2021
Q1 		$16K Hold
315
– – 0.01% 257
2020
Q4 		$13K Buy
+315
New +$10.5K 0.01% 265

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Sittner & Nelson's WDC Position: Q3 2023 in Review

Sittner & Nelson sold out of Western Digital (WDC) in Q3 2023, closing a stake of 132 shares — an estimated $3.79K sold.

Sittner & Nelson first reported a position in WDC in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q2 2021. 541 funds tracked by Wall St. Rank hold WDC as of Q3 2023.

  • Sittner & Nelson reported no remaining Western Digital position as of Q3 2023 after selling out during the quarter.
  • Sittner & Nelson sold 132 Western Digital shares in Q3 2023, an estimated $3.79K.
  • Sittner & Nelson first reported a position in Western Digital in Q4 2020 and held it in 11 quarters.
  • Sittner & Nelson's Western Digital position peaked at $17K in Q2 2021.
  • 541 funds tracked by Wall St. Rank held Western Digital as of Q3 2023.

Based on Sittner & Nelson's 13F filing for Q3 2023, filed 13 Nov 2023.