SGI
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Summit Global Investments’s Western Digital WDC Stock Holding History

Summit Global Investments’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
2022
Q3 		– Sell
-28,894
Closed -$979K – 504
2022
Q2 		$979K Buy
+28,894
New +$1.16M 0.09% 220

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Summit Global Investments's WDC Position: Q3 2022 in Review

Summit Global Investments sold out of Western Digital (WDC) in Q3 2022, closing a stake of 28,894 shares — an estimated $979K sold.

Summit Global Investments first reported a position in WDC in Q2 2022 and held it in 1 quarter. The position peaked at $979K in Q2 2022. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

  • Summit Global Investments reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
  • Summit Global Investments sold 28,894 Western Digital shares in Q3 2022, an estimated $979K.
  • Summit Global Investments first reported a position in Western Digital in Q2 2022 and held it in 1 quarter.
  • Summit Global Investments's Western Digital position peaked at $979K in Q2 2022.
  • 577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Summit Global Investments's 13F filing for Q3 2022, filed 14 Nov 2022.