Springowl Associates’s Western Digital WDC Stock Holding History

Springowl Associates’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 Q3	$790K	Buy	18,522 +2,646	+17%	+$126K	3.46%	17
2021 Q2	$854K	Buy	15,876 +7,938	+100%	+$429K	3.41%	16
2021 Q1	$401K	Sell	7,938 -10,584	-57%	-$495K	1.95%	24
2020 Q4	$775K	Sell	18,522 -11,246	-38%	-$373K	4.03%	11
2020 Q3	$822K	Buy	+29,768	New	+$885K	4.36%	8
2020 Q1	–	Sell	-9,261	Closed	-$444K	–	30
2019 Q4	$444K	Buy	+9,261	New	+$386K	0.46%	25
2018 Q4	–	Sell	-15,876	Closed	-$702K	–	31
2018 Q3	$702K	Buy	+15,876	New	+$804K	0.57%	26

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Springowl Associates's WDC Position: Q3 2021 in Review

Springowl Associates increased its Western Digital (WDC) stake by 17% in Q3 2021, buying an estimated $126K and bringing the position to 18,522 shares worth $790K. The position accounts for 3.46% of the portfolio, ranked #17.

Springowl Associates first reported a position in WDC in Q3 2018 and has held it in 7 quarters since. The position peaked at $854K in Q2 2021. 630 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

Springowl Associates held 18,522 shares of Western Digital worth $790K as of Q3 2021.
Springowl Associates bought 2,646 Western Digital shares in Q3 2021, an estimated $126K.
Western Digital made up 3.46% of Springowl Associates's portfolio in Q3 2021, its #17 holding.
Springowl Associates first reported a position in Western Digital in Q3 2018 and has held it in 7 quarters since.
Springowl Associates's Western Digital position peaked at $854K in Q2 2021.
630 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Springowl Associates's 13F filing for Q3 2021, filed 15 Nov 2021.