WRF
WDC icon

Waddell & Reed Financial’s Western Digital WDC Stock Holding History

Waddell & Reed Financial’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
2020
Q1 		– Sell
-93,914
Closed -$4.5M – 486
2019
Q4 		$4.5M Hold
93,914
– – 0.01% 422
2019
Q3 		$4.23M Sell
93,914
-89,480
-49% -$3.82M 0.01% 427
2019
Q2 		$6.59M Sell
183,394
-167,852
-48% -$5.75M 0.02% 429
2019
Q1 		$12.8M Buy
+351,246
New +$12M 0.03% 407
2017
Q4 		– Sell
-654,224
Closed -$42.7M – 564
2017
Q3 		$42.7M Sell
654,224
-26,856
-4% -$1.78M 0.1% 243
2017
Q2 		$45.6M Sell
681,080
-150,293
-18% -$9.98M 0.1% 232
2017
Q1 		$51.9M Sell
831,373
-86,789
-9% -$4.99M 0.11% 213
2016
Q4 		$47.2M Sell
918,162
-151,484
-14% -$6.98M 0.1% 229
2016
Q3 		$47.3M Buy
1,069,646
+144,207
+16% +$5.43M 0.1% 214
2016
Q2 		$33.1M Buy
925,439
+17,464
+2% +$575K 0.07% 255
2016
Q1 		$32.4M Buy
907,975
+27,386
+3% +$980K 0.06% 246
2015
Q4 		$40M Buy
880,589
+39,161
+5% +$2M 0.06% 231
2015
Q3 		$50.5M Buy
841,428
+55,566
+7% +$3.34M 0.08% 210
2015
Q2 		$46.6M Sell
785,862
-252,561
-24% -$18.1M 0.07% 230
2015
Q1 		$71.4M Sell
1,038,423
-70,516
-6% -$5.51M 0.1% 200
2014
Q4 		$92.8M Buy
1,108,939
+26,725
+2% +$2.02M 0.13% 173
2014
Q3 		$79.6M Sell
1,082,214
-45,114
-4% -$3.39M 0.11% 181
2014
Q2 		$78.6M Sell
1,127,328
-2,249
-0.2% -$151K 0.12% 188
2014
Q1 		$78.4M Buy
1,129,577
+73,294
+7% +$4.78M 0.12% 178
2013
Q4 		$67M Buy
+1,056,283
New +$59M 0.11% 196

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Waddell & Reed Financial's WDC Position: Q1 2020 in Review

Waddell & Reed Financial sold out of Western Digital (WDC) in Q1 2020, closing a stake of 93,914 shares — an estimated $4.5M sold.

Waddell & Reed Financial first reported a position in WDC in Q4 2013 and held it in 20 quarters. The position peaked at $92.8M in Q4 2014. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Waddell & Reed Financial reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 93,914 Western Digital shares in Q1 2020, an estimated $4.5M.
  • Waddell & Reed Financial first reported a position in Western Digital in Q4 2013 and held it in 20 quarters.
  • Waddell & Reed Financial's Western Digital position peaked at $92.8M in Q4 2014.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Waddell & Reed Financial's 13F filing for Q1 2020, filed 15 May 2020.