First Manhattan’s Waddell & Reed Financial, Inc. WDR Stock Holding History

First Manhattan’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
2020 Q1	–	Sell	-8,148	Closed	-$136K	–	1496
2019 Q4	$136K	Hold	8,148	–	–	﹤0.01%	746
2019 Q3	$139K	Hold	8,148	–	–	﹤0.01%	754
2019 Q2	$135K	Hold	8,148	–	–	﹤0.01%	774
2019 Q1	$140K	Hold	8,148	–	–	﹤0.01%	769
2018 Q4	$147K	Hold	8,148	–	–	﹤0.01%	738
2018 Q3	$172K	Hold	8,148	–	–	﹤0.01%	749
2018 Q2	$146K	Hold	8,148	–	–	﹤0.01%	751
2018 Q1	$164K	Hold	8,148	–	–	﹤0.01%	713
2017 Q4	$182K	Sell	8,148 -1,897	-19%	-$38.6K	﹤0.01%	730
2017 Q3	$201K	Hold	10,045	–	–	﹤0.01%	675
2017 Q2	$189K	Hold	10,045	–	–	﹤0.01%	688
2017 Q1	$170K	Hold	10,045	–	–	﹤0.01%	715
2016 Q4	$195K	Hold	10,045	–	–	﹤0.01%	668
2016 Q3	$182K	Hold	10,045	–	–	﹤0.01%	686
2016 Q2	$172K	Hold	10,045	–	–	﹤0.01%	705
2016 Q1	$236K	Hold	10,045	–	–	﹤0.01%	642
2015 Q4	$287K	Hold	10,045	–	–	﹤0.01%	605
2015 Q3	$349K	Hold	10,045	–	–	﹤0.01%	561
2015 Q2	$475K	Hold	10,045	–	–	﹤0.01%	527
2015 Q1	$497K	Hold	10,045	–	–	﹤0.01%	515
2014 Q4	$500K	Hold	10,045	–	–	﹤0.01%	511
2014 Q3	$519K	Hold	10,045	–	–	﹤0.01%	509
2014 Q2	$628K	Hold	10,045	–	–	﹤0.01%	484
2014 Q1	$739K	Hold	10,045	–	–	﹤0.01%	458
2013 Q4	$654K	Hold	10,045	–	–	﹤0.01%	479
2013 Q3	$517K	Hold	10,045	–	–	﹤0.01%	501
2013 Q2	$501K	Buy	+10,045	New	+$443K	﹤0.01%	508

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Manhattan's WDR Position: Q1 2020 in Review

First Manhattan sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 8,148 shares — an estimated $136K sold.

First Manhattan first reported a position in WDR in Q2 2013 and held it in 27 quarters. The position peaked at $739K in Q1 2014. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

First Manhattan reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
First Manhattan sold 8,148 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $136K.
First Manhattan first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 27 quarters.
First Manhattan's Waddell & Reed Financial, Inc. position peaked at $739K in Q1 2014.
213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on First Manhattan's 13F filing for Q1 2020, filed 6 May 2020.