Jacobs Levy Equity Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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2020
Q3 | $15.9M | Sell |
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2020
Q2 | $17.4M | Sell |
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2020
Q1 | $13.1M | Buy |
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|
2019
Q4 | $18.4M | Buy |
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|
2019
Q3 | $4.12M | Buy |
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|
2019
Q2 | $3.69M | Buy |
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|
2019
Q1 | $2.93M | Sell |
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|
2018
Q4 | $3.64M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $293K | Sell |
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|
2015
Q3 | $365K | Sell |
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|
2015
Q2 | $525K | Sell |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $6.71M | Sell |
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|
2014
Q3 | $8.34M | Sell |
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|
2014
Q2 | $35M | Buy |
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|
2014
Q1 | $39.2M | Buy |
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|
2013
Q4 | $31.3M | Buy |
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|
2013
Q3 | $5.95M | Buy |
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|
2013
Q2 | $1.1M | Buy |
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