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

ExodusPoint 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 Q1	–	Sell	-56,559	Closed	-$1.44M	–	2834
2020 Q4	$1.44M	Sell	56,559 -16,605	-23%	-$320K	0.01%	685
2020 Q3	$1.09M	Buy	73,164 +58,990	+416%	+$900K	0.02%	650
2020 Q2	$220K	Buy	+14,174	New	+$194K	0.01%	1471
2020 Q1	–	Sell	-10,216	Closed	-$171K	–	1855
2019 Q4	$171K	Sell	10,216 -13,984	-58%	-$228K	﹤0.01%	1365
2019 Q3	$416K	Sell	24,200 -8,363	-26%	-$140K	0.01%	740
2019 Q2	$543K	Buy	+32,563	New	+$568K	0.02%	428

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

ExodusPoint Capital Management's WDR Position: Q1 2021 in Review

ExodusPoint Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 56,559 shares — an estimated $1.44M sold.

ExodusPoint Capital Management first reported a position in WDR in Q2 2019 and held it in 6 quarters. The position peaked at $1.44M in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

ExodusPoint Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
ExodusPoint Capital Management sold 56,559 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $1.44M.
ExodusPoint Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2019 and held it in 6 quarters.
ExodusPoint Capital Management's Waddell & Reed Financial, Inc. position peaked at $1.44M in Q4 2020.
199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on ExodusPoint Capital Management's 13F filing for Q1 2021, filed 17 May 2021.