Yorktown Management & Research Company’s Western Digital WDC Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-8,600	Closed	-$271K	–	317
2020 Q1	$271K	Sell	8,600 -4,233	-33%	-$187K	0.27%	137
2019 Q4	$616K	Hold	12,833	–	–	0.33%	105
2019 Q3	$579K	Hold	12,833	–	–	0.31%	109
2019 Q2	$461K	Buy	+12,833	New	+$440K	0.17%	152
2018 Q3	–	Sell	-13,230	Closed	-$774K	–	375
2018 Q2	$774K	Hold	13,230	–	–	0.22%	118
2018 Q1	$923K	Hold	13,230	–	–	0.27%	99
2017 Q4	$795K	Buy	+13,230	New	+$852K	0.23%	107
2017 Q3	–	Sell	-4,895	Closed	-$328K	–	420
2017 Q2	$328K	Hold	4,895	–	–	0.1%	122
2017 Q1	$305K	Hold	4,895	–	–	0.08%	157
2016 Q4	$251K	Hold	4,895	–	–	0.06%	250
2016 Q3	$216K	Buy	+4,895	New	+$184K	0.05%	243
2013 Q3	–	Sell	-5,954	Closed	-$279K	–	393
2013 Q2	$279K	Buy	+5,954	New	+$261K	0.06%	164

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Yorktown Management & Research Company's WDC Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Western Digital (WDC) in Q2 2020, closing a stake of 8,600 shares — an estimated $271K sold.

Yorktown Management & Research Company first reported a position in WDC in Q2 2013 and held it in 12 quarters. The position peaked at $923K in Q1 2018. 610 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

Yorktown Management & Research Company reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 8,600 Western Digital shares in Q2 2020, an estimated $271K.
Yorktown Management & Research Company first reported a position in Western Digital in Q2 2013 and held it in 12 quarters.
Yorktown Management & Research Company's Western Digital position peaked at $923K in Q1 2018.
610 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.