UBS O'Connor’s Western Digital WDC Stock Holding History

UBS O'Connor’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
2016 Q3	–	Sell	-132,300	Closed	-$4K	–	499
2016 Q2	$4K	Buy	+132,300	New	+$4.36M	﹤0.01%	392

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

UBS O'Connor's WDC Position: Q3 2024 in Review

UBS O'Connor sold out of Western Digital (WDC) in Q3 2024, closing a stake of 46,305 shares — an estimated $2.34M sold.

UBS O'Connor first reported a position in WDC in Q4 2014 and held it in 8 quarters. The position peaked at $13.4M in Q4 2017. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

UBS O'Connor reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
UBS O'Connor sold 46,305 Western Digital shares in Q3 2024, an estimated $2.34M.
UBS O'Connor first reported a position in Western Digital in Q4 2014 and held it in 8 quarters.
UBS O'Connor's Western Digital position peaked at $13.4M in Q4 2017.
696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.