AAM
WDR

Alpine Associates Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Alpine Associates Management’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,970,010
Closed -$49.3M – 64
2021
Q1 		$49.3M Buy
1,970,010
+402,210
+26% +$10.1M 1.34% 24
2020
Q4 		$39.9M Buy
+1,567,800
New +$30.2M 1.63% 21

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Alpine Associates Management's WDR Position: Q2 2021 in Review

Alpine Associates Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 1,970,010 shares — an estimated $49.3M sold.

Alpine Associates Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $49.3M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Alpine Associates Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Alpine Associates Management sold 1,970,010 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $49.3M.
  • Alpine Associates Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Alpine Associates Management's Waddell & Reed Financial, Inc. position peaked at $49.3M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Alpine Associates Management's 13F filing for Q2 2021, filed 11 Aug 2021.