Weld Capital Management’s Western Digital WDC Stock Holding History

Weld Capital 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
2021 Q1	–	Sell	-7,131	Closed	-$299K	–	570
2020 Q4	$299K	Sell	7,131 -3,708	-34%	-$123K	0.12%	288
2020 Q3	$299K	Buy	+10,839	New	+$322K	0.12%	291
2020 Q2	–	Sell	-48,544	Closed	-$1.53M	–	650
2020 Q1	$1.53M	Buy	48,544 +24,924	+106%	+$1.1M	0.78%	15
2019 Q4	$1.13M	Sell	23,620 -9,247	-28%	-$386K	0.22%	164
2019 Q3	$1.48M	Buy	+32,867	New	+$1.4M	0.27%	86

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

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