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WDC icon

UBS’s Western Digital WDC Stock Holding History

UBS’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
2014
Q3 		$79M Buy
1,074,235
+725,249
+208% +$54.5M 0.06% 330
2014
Q2 		$24.3M Sell
348,986
-51,222
-13% -$3.43M 0.02% 769
2014
Q1 		$27.8M Buy
400,208
+73,775
+23% +$4.82M 0.02% 633
2013
Q4 		$20.7M Buy
326,433
+35,561
+12% +$1.99M 0.02% 788
2013
Q3 		$13.9M Buy
290,872
+38,747
+15% +$1.91M 0.01% 901
2013
Q2 		$11.8M Buy
+252,125
New +$11M 0.01% 941

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

UBS's WDC Position: Q3 2014 in Review

UBS increased its Western Digital (WDC) stake by 208% in Q3 2014, buying an estimated $54.5M and bringing the position to 1,074,235 shares worth $79M. The position accounts for 0.06% of the portfolio, ranked #330.

UBS first reported a position in WDC in Q2 2013 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold WDC as of Q3 2014.

  • UBS held 1,074,235 shares of Western Digital worth $79M as of Q3 2014.
  • UBS bought 725,249 Western Digital shares in Q3 2014, an estimated $54.5M.
  • Western Digital made up 0.06% of UBS's portfolio in Q3 2014, its #330 holding.
  • UBS first reported a position in Western Digital in Q2 2013 and has held it in 6 quarters since.
  • 570 funds tracked by Wall St. Rank held Western Digital as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.