LSV Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-120,100
| Closed | -$3.01M | – | 951 |
|
|
2021
Q1 | $3.01M | Sell |
120,100
-80,600
| -40% | -$2.02M | 0.01% | 622 |
|
|
2020
Q4 | $5.11M | Buy |
200,700
+8,000
| +4% | +$204K | 0.01% | 552 |
|
|
2020
Q3 | $2.86M | Hold |
192,700
| – | – | 0.01% | 621 |
|
|
2020
Q2 | $2.99M | Hold |
192,700
| – | – | 0.01% | 621 |
|
|
2020
Q1 | $2.19M | Hold |
192,700
| – | – | 0.01% | 623 |
|
|
2019
Q4 | $3.22M | Buy |
192,700
+53,800
| +39% | +$899K | 0.01% | 629 |
|
|
2019
Q3 | $2.39M | Buy |
+138,900
| New | +$2.39M | ﹤0.01% | 650 |
|
|
2016
Q3 | – | Sell |
-17,123
| Closed | -$294K | – | 1117 |
|
|
2016
Q2 | $294K | Buy |
+17,123
| New | +$294K | ﹤0.01% | 915 |
|