Lazard Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Lazard Asset 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 Q3	–	Sell	-46,528	Closed	-$721K	–	1798
2020 Q2	$721K	Buy	+46,528	New	+$638K	﹤0.01%	795
2015 Q2	–	Sell	-25	Closed	-$1K	–	1197
2015 Q1	$1K	Sell	25 -35,727	-100%	-$1.71M	﹤0.01%	1107
2014 Q4	$1.78M	Sell	35,752 -15,653	-30%	-$747K	﹤0.01%	686
2014 Q3	$2.66M	Sell	51,405 -345,834	-87%	-$19.3M	0.01%	589
2014 Q2	$24.9M	Buy	397,239 +76,472	+24%	+$4.95M	0.05%	235
2014 Q1	$23.6M	Sell	320,767 -14,885	-4%	-$1.02M	0.05%	235
2013 Q4	$21.9M	Sell	335,652 -16,998	-5%	-$1.04M	0.05%	239
2013 Q3	$18.2M	Buy	352,650 +33,182	+10%	+$1.65M	0.04%	253
2013 Q2	$13.9M	Buy	+319,468	New	+$14.1M	0.03%	290

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lazard Asset Management's WDR Position: Q3 2020 in Review

Lazard Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 46,528 shares — an estimated $721K sold.

Lazard Asset Management first reported a position in WDR in Q2 2013 and held it in 9 quarters. The position peaked at $24.9M in Q2 2014. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

Lazard Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
Lazard Asset Management sold 46,528 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $721K.
Lazard Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 9 quarters.
Lazard Asset Management's Waddell & Reed Financial, Inc. position peaked at $24.9M in Q2 2014.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Lazard Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.