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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
2025
Q1 		– Sell
-19,184
Closed -$508 – 473
2024
Q4 		$508 Hold
19,184
– – ﹤0.01% 418
2024
Q3 		$6.09K Hold
19,184
– – ﹤0.01% 478
2024
Q2 		$6.31K Hold
19,184
– – ﹤0.01% 515
2024
Q1 		$12.1K Hold
19,184
– – ﹤0.01% 479
2023
Q4 		$35.5K Hold
19,184
– – ﹤0.01% 431
2023
Q3 		$63.4K Hold
19,184
– – ﹤0.01% 478
2023
Q2 		$99.3K Hold
19,184
– – ﹤0.01% 494
2023
Q1 		$117K Buy
+19,184
New +$563K ﹤0.01% 527
2016
Q3 		– Sell
-132,300
Closed -$4K – 500
2016
Q2 		$4K Sell
132,300
-60,726
-31% -$2M ﹤0.01% 393
2016
Q1 		$360K Buy
+193,026
New +$6.9M ﹤0.01% 398

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 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 $14.4M in Q3 2015. 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 $14.4M in Q3 2015.
  • 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.