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

Everence 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	-10,140	Closed	-$254K	–	760
2021 Q1	$254K	Hold	10,140	–	–	0.02%	610
2020 Q4	$258K	Hold	10,140	–	–	0.03%	567
2020 Q3	$151K	Hold	10,140	–	–	0.02%	627
2020 Q2	$132K	Hold	10,140	–	–	0.02%	625
2020 Q1	$115K	Hold	10,140	–	–	0.02%	576
2019 Q4	$170K	Hold	10,140	–	–	0.03%	637
2019 Q3	$174K	Hold	10,140	–	–	0.03%	595
2019 Q2	$169K	Hold	10,140	–	–	0.03%	596
2019 Q1	$175K	Buy	+10,140	New	+$179K	0.03%	571

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Everence Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 10,140 shares — an estimated $254K sold.

Everence Capital Management first reported a position in WDR in Q1 2019 and held it in 9 quarters. The position peaked at $258K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Everence Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Everence Capital Management sold 10,140 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $254K.
Everence Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and held it in 9 quarters.
Everence Capital Management's Waddell & Reed Financial, Inc. position peaked at $258K in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Everence Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.