Lord, Abbett & Co
WAFD icon

Lord, Abbett & Co’s WaFd WAFD Stock Holding History

Lord, Abbett & Co’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,312,700
Closed -$24.8M – 1109
2013
Q2 		$24.8M Buy
+1,312,700
New +$22.5M 0.06% 460

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lord, Abbett & Co's WAFD Position: Q3 2013 in Review

Lord, Abbett & Co sold out of WaFd (WAFD) in Q3 2013, closing a stake of 1,312,700 shares — an estimated $24.8M sold.

Lord, Abbett & Co first reported a position in WAFD in Q2 2013 and held it in 1 quarter. The position peaked at $24.8M in Q2 2013. 192 funds tracked by Wall St. Rank hold WAFD as of Q3 2013.

  • Lord, Abbett & Co reported no remaining WaFd position as of Q3 2013 after selling out during the quarter.
  • Lord, Abbett & Co sold 1,312,700 WaFd shares in Q3 2013, an estimated $24.8M.
  • Lord, Abbett & Co first reported a position in WaFd in Q2 2013 and held it in 1 quarter.
  • Lord, Abbett & Co's WaFd position peaked at $24.8M in Q2 2013.
  • 192 funds tracked by Wall St. Rank held WaFd as of Q3 2013.

Based on Lord, Abbett & Co's 13F filing for Q3 2013, filed 14 Nov 2013.