Ownership history in AIA Group Ltd Β· 8 quarters on record
This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in WESTERN DIGITAL CORP. (WDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AIA Group Ltd outperformed the S&P 500 by +62.0% annually on this WDC position. Timing score: 14% (1/7 decisions correct). Average cost basis: $59.42. Maximum drawdown during holding period: β54.3%.
π₯ Exceptional β beat the S&P 500 by 62.0% per year on this position.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $33.74 (2022 Q2) Β· Worst: $119.91 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size