WDC WESTERN DIGITAL CORP.

held 1.3 yr · 5 quarters on record · no longer held WDC across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q4 2020	150,000	5.94%	Reduce 40.0%	$8M
Q3 2020	250,000	5.92%	NEW	$9M
Q2 2019	250,000	12.71%	Add 66.7%	$12M
Q1 2019	150,000	7.34%	Add 50.0%	$7M
Q4 2018	100,000	3.57%	NEW	$4M

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