AA
WDR

AQR Arbitrage’s Waddell & Reed Financial, Inc. WDR Stock Holding History

AQR Arbitrage’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
-630,797
Closed -$15.8M – 1414
2021
Q1 		$15.8M Buy
630,797
+387,881
+160% +$9.74M 0.57% 57
2020
Q4 		$6.19M Buy
+242,916
New +$4.68M 0.22% 107

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

AQR Arbitrage's WDR Position: Q2 2021 in Review

AQR Arbitrage sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 630,797 shares — an estimated $15.8M sold.

AQR Arbitrage first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $15.8M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • AQR Arbitrage reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • AQR Arbitrage sold 630,797 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $15.8M.
  • AQR Arbitrage first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • AQR Arbitrage's Waddell & Reed Financial, Inc. position peaked at $15.8M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on AQR Arbitrage's 13F filing for Q2 2021, filed 16 Aug 2021.