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Steph & Co’s Western Digital WDC Stock Holding History

Steph & Co’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
Q4 		– Sell
-2,843
Closed -$79K – 238
2020
Q3 		$79K Buy
2,843
+66
+2% +$1.96K 0.07% 136
2020
Q2 		$93K Buy
2,777
+889
+47% +$28.8K 0.09% 125
2020
Q1 		$59K Sell
1,888
-638
-25% -$28.3K 0.07% 135
2019
Q4 		$121K Buy
+2,526
New +$105K 0.1% 119

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Steph & Co's WDC Position: Q4 2020 in Review

Steph & Co sold out of Western Digital (WDC) in Q4 2020, closing a stake of 2,843 shares — an estimated $79K sold.

Steph & Co first reported a position in WDC in Q4 2019 and held it in 4 quarters. The position peaked at $121K in Q4 2019. 624 funds tracked by Wall St. Rank hold WDC as of Q4 2020.

  • Steph & Co reported no remaining Western Digital position as of Q4 2020 after selling out during the quarter.
  • Steph & Co sold 2,843 Western Digital shares in Q4 2020, an estimated $79K.
  • Steph & Co first reported a position in Western Digital in Q4 2019 and held it in 4 quarters.
  • Steph & Co's Western Digital position peaked at $121K in Q4 2019.
  • 624 funds tracked by Wall St. Rank held Western Digital as of Q4 2020.

Based on Steph & Co's 13F filing for Q4 2020, filed 29 Jan 2021.