LSV Asset Management
WDR

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

LSV 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
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% +$154K 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% +$877K 0.01% 629
2019
Q3 		$2.39M Buy
+138,900
New +$2.33M ﹤0.01% 650
2016
Q3 		– Sell
-17,123
Closed -$294K – 1117
2016
Q2 		$294K Buy
+17,123
New +$349K ﹤0.01% 915

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LSV Asset Management's WDR Position: Q2 2021 in Review

LSV Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 120,100 shares — an estimated $3.01M sold.

LSV Asset Management first reported a position in WDR in Q2 2016 and held it in 8 quarters. The position peaked at $5.11M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • LSV Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • LSV Asset Management sold 120,100 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $3.01M.
  • LSV Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 8 quarters.
  • LSV Asset Management's Waddell & Reed Financial, Inc. position peaked at $5.11M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on LSV Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.