SFG
WDC icon

Steward Financial Group’s Western Digital WDC Stock Holding History

Steward Financial Group’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 		$7K Buy
+216
New +$6.81K ﹤0.01% 517
2022
Q3 		– Sell
-41
Closed -$1K – 1312
2022
Q2 		$1K Sell
41
-497
-92% -$20K ﹤0.01% 896
2022
Q1 		$20K Buy
538
+523
+3,487% +$21.5K 0.02% 161
2021
Q4 		$0 Buy
+15
New +$652 ﹤0.01% 288

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Steward Financial Group's WDC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Western Digital (WDC) in Q3 2023: 216 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WDC as recently as Q2 2022.

Steward Financial Group first reported a position in WDC in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q1 2022. 541 funds tracked by Wall St. Rank hold WDC as of Q3 2023.

  • Steward Financial Group held 216 shares of Western Digital worth $7K as of Q3 2023.
  • Western Digital was a new Steward Financial Group position in Q3 2023.
  • Western Digital made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #517 holding.
  • Steward Financial Group first reported a position in Western Digital in Q4 2021 and has held it in 4 quarters since.
  • Steward Financial Group's Western Digital position peaked at $20K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Western Digital as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.