CCM
WDR

Chicago Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Chicago Capital 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
-101,877
Closed -$2.55M – 45
2021
Q1 		$2.55M Buy
101,877
+79,535
+356% +$2M 1.19% 23
2020
Q4 		$569K Buy
+22,342
New +$430K 0.45% 14

Other funds holding WDR

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

Chicago Capital Management's WDR Position: Q2 2021 in Review

Chicago Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 101,877 shares — an estimated $2.55M sold.

Chicago Capital Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $2.55M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Chicago Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Chicago Capital Management sold 101,877 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2.55M.
  • Chicago Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Chicago Capital Management's Waddell & Reed Financial, Inc. position peaked at $2.55M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

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