Ken Griffin
WDR

Ken Griffin’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Ken Griffin’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
Q1 		– Sell
-13,000
Closed -$331K – 14027
2020
Q4 		$331K Sell
13,000
-7,700
-37% -$148K ﹤0.01% 8901
2020
Q3 		$307K Buy
20,700
+6,900
+50% +$105K ﹤0.01% 8099
2020
Q2 		$214K Buy
+13,800
New +$189K ﹤0.01% 8435
2019
Q3 		– Sell
-10,700
Closed -$178K – 10026
2019
Q2 		$178K Sell
10,700
-7,800
-42% -$136K ﹤0.01% 8271
2019
Q1 		$320K Buy
18,500
+8,100
+78% +$143K ﹤0.01% 7519
2018
Q4 		$188K Buy
10,400
+800
+8% +$15.6K ﹤0.01% 7914
2018
Q3 		$203K Sell
9,600
-6,500
-40% -$131K ﹤0.01% 8201
2018
Q2 		$289K Buy
16,100
+2,700
+20% +$52.5K ﹤0.01% 7273
2018
Q1 		$271K Sell
13,400
-8,900
-40% -$188K ﹤0.01% 6899
2017
Q4 		$498K Buy
22,300
+2,300
+12% +$46.8K ﹤0.01% 5650
2017
Q3 		$401K Buy
+20,000
New +$384K ﹤0.01% 5634
2017
Q2 		– Sell
-16,200
Closed -$275K – 8304
2017
Q1 		$275K Buy
16,200
+5,500
+51% +$101K ﹤0.01% 6005
2016
Q4 		$209K Sell
10,700
-3,000
-22% -$55.8K ﹤0.01% 6253
2016
Q3 		$249K Sell
13,700
-12,700
-48% -$231K ﹤0.01% 5979
2016
Q2 		$455K Buy
26,400
+8,900
+51% +$182K ﹤0.01% 4625
2016
Q1 		$412K Buy
17,500
+10,200
+140% +$248K ﹤0.01% 4671
2015
Q4 		$209K Buy
7,300
+6,200
+564% +$213K ﹤0.01% 5754
2015
Q3 		$38K Sell
1,100
-2,900
-73% -$120K ﹤0.01% 7774
2015
Q2 		$189K Buy
4,000
+1,000
+33% +$48.7K ﹤0.01% 6399
2015
Q1 		$149K Sell
3,000
-2,000
-40% -$95.7K ﹤0.01% 6493
2014
Q4 		$249K Buy
5,000
+3,100
+163% +$148K ﹤0.01% 5700
2014
Q3 		$98K Sell
1,900
-2,000
-51% -$111K ﹤0.01% 6434
2014
Q2 		$244K Buy
3,900
+2,100
+117% +$136K ﹤0.01% 5328
2014
Q1 		$133K Sell
1,800
-4,900
-73% -$337K ﹤0.01% 5910
2013
Q4 		$436K Sell
6,700
-1,500
-18% -$91.8K ﹤0.01% 4181
2013
Q3 		$422K Buy
8,200
+3,100
+61% +$154K ﹤0.01% 3985
2013
Q2 		$222K Buy
+5,100
New +$225K ﹤0.01% 4574

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Griffin's WDR Position: Q1 2021 in Review

Ken Griffin sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 105,575 shares — an estimated $2.69M sold.

Ken Griffin first reported a position in WDR in Q2 2013 and held it in 27 quarters. The position peaked at $109M in Q3 2014. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Ken Griffin reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Ken Griffin sold 105,575 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $2.69M.
  • Ken Griffin first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 27 quarters.
  • Ken Griffin's Waddell & Reed Financial, Inc. position peaked at $109M in Q3 2014.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Citadel Advisors's 13F filing for Q1 2021, filed 17 May 2021.