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
-40,100
Closed -$2.51M – 4494
2014
Q2 		$2.51M Sell
40,100
-70,000
-64% -$4.53M ﹤0.01% 2132
2014
Q1 		$8.11M Buy
110,100
+46,100
+72% +$3.17M 0.01% 1195
2013
Q4 		$4.17M Buy
64,000
+24,000
+60% +$1.47M 0.01% 1851
2013
Q3 		$2.06M Buy
40,000
+10,300
+35% +$513K ﹤0.01% 2391
2013
Q2 		$1.29M Buy
+29,700
New +$1.31M ﹤0.01% 2495

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.