Bessemer Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bessemer Group’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 Q1	–	Sell	-3,000	Closed	-$76K	–	1704
2020 Q4	$76K	Buy	3,000 +2,000	+200%	+$38.5K	﹤0.01%	920
2020 Q3	$15K	Buy	+1,000	New	+$15.3K	﹤0.01%	1082
2019 Q1	–	Sell	-360	Closed	-$7K	–	2050
2018 Q4	$7K	Buy	360 +149	+71%	+$2.9K	﹤0.01%	1726
2018 Q3	$4K	Buy	211 +66	+46%	+$1.33K	﹤0.01%	1729
2018 Q2	$3K	Hold	145	–	–	﹤0.01%	1608
2018 Q1	$3K	Hold	145	–	–	﹤0.01%	1589
2017 Q4	$3K	Buy	+145	New	+$2.95K	﹤0.01%	1611
2015 Q2	–	Sell	-224	Closed	-$11K	–	1610
2015 Q1	$11K	Hold	224	–	–	﹤0.01%	1218
2014 Q4	$11K	Sell	224 -131	-37%	-$6.25K	﹤0.01%	1239
2014 Q3	$18K	Hold	355	–	–	﹤0.01%	1025
2014 Q2	$22K	Hold	355	–	–	﹤0.01%	994
2014 Q1	$26K	Hold	355	–	–	﹤0.01%	958
2013 Q4	$23K	Hold	355	–	–	﹤0.01%	973
2013 Q3	$18K	Hold	355	–	–	﹤0.01%	968
2013 Q2	$15K	Buy	+355	New	+$15.6K	﹤0.01%	981

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bessemer Group's WDR Position: Q1 2021 in Review

Bessemer Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 3,000 shares — an estimated $76K sold.

Bessemer Group first reported a position in WDR in Q2 2013 and held it in 15 quarters. The position peaked at $76K in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

Bessemer Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
Bessemer Group sold 3,000 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $76K.
Bessemer Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 15 quarters.
Bessemer Group's Waddell & Reed Financial, Inc. position peaked at $76K in Q4 2020.
199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Bessemer Group's 13F filing for Q1 2021, filed 13 May 2021.