Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SAM
Symphony Asset Management’s
Western Digital
WDC
Stock Holding History
Symphony Asset Management’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
2018
Q2
–
Sell
-22,574
Closed
-$1.57M
–
300
2018
Q1
$1.57M
Buy
22,574
+11,322
+101%
+$762K
0.2%
121
2017
Q4
$677K
Buy
+11,252
New
+$725K
0.07%
227
2016
Q1
–
Sell
-6,620
Closed
-$300K
–
444
2015
Q4
$300K
Buy
6,620
+1,771
+37%
+$90.4K
0.03%
368
2015
Q3
$291K
Sell
4,849
-22
-0.5%
-$1.32K
0.04%
390
2015
Q2
$289K
Sell
4,871
-31
-0.6%
-$2.22K
0.04%
354
2015
Q1
$337K
Sell
4,902
-819
-14%
-$64K
0.04%
400
2014
Q4
$479K
Sell
5,721
-2,740
-32%
-$207K
0.06%
255
2014
Q3
$622K
Sell
8,461
-16,081
-66%
-$1.21M
0.06%
222
2014
Q2
$1.71M
Buy
24,542
+16,048
+189%
+$1.08M
0.18%
148
2014
Q1
$589K
Buy
8,494
+743
+10%
+$48.5K
0.06%
277
2013
Q4
$492K
Buy
+7,751
New
+$433K
0.04%
286
Other funds holding WDC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
IAM
Iridian Asset Management
Westport, Connecticut
$247M AUM
20.65%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close