LCM
WDR

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

Laurion Capital 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
2019
Q3 		– Sell
-11,102
Closed -$185K – 1373
2019
Q2 		$185K Buy
+11,102
New +$194K ﹤0.01% 830
2018
Q3 		– Sell
-10,643
Closed -$191K – 1652
2018
Q2 		$191K Buy
+10,643
New +$207K ﹤0.01% 1210

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laurion Capital Management's WDR Position: Q3 2019 in Review

Laurion Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 11,102 shares — an estimated $185K sold.

Laurion Capital Management first reported a position in WDR in Q2 2018 and held it in 2 quarters. The position peaked at $191K in Q2 2018. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • Laurion Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
  • Laurion Capital Management sold 11,102 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $185K.
  • Laurion Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and held it in 2 quarters.
  • Laurion Capital Management's Waddell & Reed Financial, Inc. position peaked at $191K in Q2 2018.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Laurion Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.