Handelsbanken Fonder
WDR

Handelsbanken Fonder’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Handelsbanken Fonder’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
Q4 		– Sell
-15,032
Closed -$223K – 1558
2020
Q3 		$223K Hold
15,032
– – ﹤0.01% 1359
2020
Q2 		$233K Buy
+15,032
New +$206K ﹤0.01% 1334

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.6B AUM 93.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Handelsbanken Fonder's WDR Position: Q4 2020 in Review

Handelsbanken Fonder sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 15,032 shares — an estimated $223K sold.

Handelsbanken Fonder first reported a position in WDR in Q2 2020 and held it in 2 quarters. The position peaked at $233K in Q2 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • Handelsbanken Fonder reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • Handelsbanken Fonder sold 15,032 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $223K.
  • Handelsbanken Fonder first reported a position in Waddell & Reed Financial, Inc. in Q2 2020 and held it in 2 quarters.
  • Handelsbanken Fonder's Waddell & Reed Financial, Inc. position peaked at $233K in Q2 2020.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Handelsbanken Fonder's 13F filing for Q4 2020, filed 11 Feb 2021.