KC
WDR

Kellner Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Kellner Capital’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
-364,958
Closed -$9.14M – 37
2021
Q1 		$9.14M Buy
364,958
+233,600
+178% +$5.87M 3.32% 12
2020
Q4 		$3.35M Buy
+131,358
New +$2.53M 1.76% 19

Other funds holding WDR

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

Kellner Capital's WDR Position: Q2 2021 in Review

Kellner Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 364,958 shares — an estimated $9.14M sold.

Kellner Capital first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $9.14M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Kellner Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Kellner Capital sold 364,958 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $9.14M.
  • Kellner Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Kellner Capital's Waddell & Reed Financial, Inc. position peaked at $9.14M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Kellner Capital's 13F filing for Q2 2021, filed 9 Aug 2021.