D.E. Shaw & Co
WDR

D.E. Shaw & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History

D.E. Shaw & Co’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
2014
Q3 		– Sell
-15,600
Closed -$976K – 4493
2014
Q2 		$976K Sell
15,600
-11,400
-42% -$738K ﹤0.01% 2968
2014
Q1 		$1.99M Buy
27,000
+11,700
+76% +$804K ﹤0.01% 2401
2013
Q4 		$996K Sell
15,300
-4,700
-24% -$288K ﹤0.01% 3173
2013
Q3 		$1.03M Hold
20,000
– – ﹤0.01% 3017
2013
Q2 		$870K Buy
+20,000
New +$881K ﹤0.01% 2830

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

D.E. Shaw & Co's WDR Position: Q4 2020 in Review

D.E. Shaw & Co sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 168,184 shares — an estimated $2.5M sold.

D.E. Shaw & Co first reported a position in WDR in Q2 2013 and held it in 12 quarters. The position peaked at $11.4M in Q2 2014. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • D.E. Shaw & Co reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • D.E. Shaw & Co sold 168,184 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $2.5M.
  • D.E. Shaw & Co first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 12 quarters.
  • D.E. Shaw & Co's Waddell & Reed Financial, Inc. position peaked at $11.4M in Q2 2014.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on D.E. Shaw & Co's 13F filing for Q4 2020, filed 16 Feb 2021.