Jupiter Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Jupiter Investment 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
2020 Q2	–	Sell	-10,757	Closed	-$122K	–	504
2020 Q1	$122K	Sell	10,757 -22,399	-68%	-$334K	﹤0.01%	353
2019 Q4	$554K	Sell	33,156 -229,818	-87%	-$3.75M	0.01%	354
2019 Q3	$4.52M	Buy	262,974 +179,814	+216%	+$3.01M	0.06%	245
2019 Q2	$1.39M	Sell	83,160 -110,874	-57%	-$1.93M	0.01%	237
2019 Q1	$3.35M	Sell	194,034 -351,451	-64%	-$6.19M	0.03%	199
2018 Q4	$9.86M	Buy	545,485 +174,433	+47%	+$3.4M	0.09%	143
2018 Q3	$7.86M	Sell	371,052 -419,856	-53%	-$8.44M	0.05%	167
2018 Q2	$14.2M	Buy	790,908 +284,522	+56%	+$5.53M	0.1%	147
2018 Q1	$10.2M	Buy	506,386 +456,230	+910%	+$9.64M	0.08%	152
2017 Q4	$1.12M	Buy	+50,156	New	+$1.02M	0.01%	247
2016 Q2	–	Sell	-2,587	Closed	-$60K	–	546
2016 Q1	$60K	Hold	2,587	–	–	﹤0.01%	441
2015 Q4	$74K	Buy	2,587 +320	+14%	+$11K	﹤0.01%	243
2015 Q3	$78K	Buy	+2,267	New	+$93.7K	﹤0.01%	316
2015 Q1	–	Sell	-475,996	Closed	-$23.7M	–	442
2014 Q4	$23.7M	Sell	475,996 -82,601	-15%	-$3.94M	0.84%	34
2014 Q3	$28.9M	Buy	558,597 +153,811	+38%	+$8.57M	1.42%	19
2014 Q2	$25.3M	Buy	404,786 +106,274	+36%	+$6.88M	1.42%	14
2014 Q1	$22M	Buy	298,512 +78,333	+36%	+$5.38M	1.49%	5
2013 Q4	$14.3M	Buy	220,179 +159,669	+264%	+$9.77M	1.21%	14
2013 Q3	$3.12M	Buy	60,510 +1,660	+3%	+$82.6K	0.3%	124
2013 Q2	$2.56M	Buy	+58,850	New	+$2.59M	0.31%	128

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jupiter Investment Management's WDR Position: Q2 2020 in Review

Jupiter Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 10,757 shares — an estimated $122K sold.

Jupiter Investment Management first reported a position in WDR in Q2 2013 and held it in 20 quarters. The position peaked at $28.9M in Q3 2014. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

Jupiter Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
Jupiter Investment Management sold 10,757 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $122K.
Jupiter Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 20 quarters.
Jupiter Investment Management's Waddell & Reed Financial, Inc. position peaked at $28.9M in Q3 2014.
219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.