Grantham, Mayo, Van Otterloo & Co (GMO)
WDR

Grantham, Mayo, Van Otterloo & Co (GMO)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-363,833
Closed -$9.11M – 902
2021
Q1 		$9.11M Sell
363,833
-19,167
-5% -$481K 0.05% 246
2020
Q4 		$9.76M Sell
383,000
-319,000
-45% -$6.14M 0.06% 198
2020
Q3 		$10.4M Buy
702,000
+124,000
+21% +$1.89M 0.07% 151
2020
Q2 		$8.96M Buy
578,000
+431,200
+294% +$5.91M 0.07% 163
2020
Q1 		$1.67M Buy
+146,800
New +$2.19M 0.01% 416
2016
Q4 		– Sell
-14,700
Closed -$267K – 553
2016
Q3 		$267K Sell
14,700
-16,000
-52% -$292K ﹤0.01% 440
2016
Q2 		$529K Buy
+30,700
New +$627K ﹤0.01% 465
2014
Q1 		– Sell
-7,449
Closed -$485K – 669
2013
Q4 		$485K Sell
7,449
-1,021
-12% -$62.5K ﹤0.01% 548
2013
Q3 		$436K Buy
+8,470
New +$422K ﹤0.01% 571

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WDR Position: Q2 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 363,833 shares — an estimated $9.11M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WDR in Q3 2013 and held it in 9 quarters. The position peaked at $10.4M in Q3 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 363,833 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $9.11M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 9 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Waddell & Reed Financial, Inc. position peaked at $10.4M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2021, filed 12 Aug 2021.