Man Group
WDR

Man Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Man Group’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
Q1 		– Sell
-193,872
Closed -$4.94M – 2077
2020
Q4 		$4.94M Sell
193,872
-509,743
-72% -$9.82M 0.02% 817
2020
Q3 		$10.4M Buy
703,615
+407,050
+137% +$6.21M 0.04% 457
2020
Q2 		$4.6M Sell
296,565
-39,331
-12% -$539K 0.02% 716
2020
Q1 		$3.82M Sell
335,896
-24,596
-7% -$367K 0.02% 608
2019
Q4 		$6.03M Sell
360,492
-162,468
-31% -$2.65M 0.02% 919
2019
Q3 		$8.98M Buy
522,960
+307,910
+143% +$5.16M 0.03% 629
2019
Q2 		$3.58M Buy
215,050
+2,663
+1% +$46.4K 0.01% 1087
2019
Q1 		$3.67M Buy
212,387
+50,788
+31% +$895K 0.01% 1072
2018
Q4 		$2.92M Sell
161,599
-52,701
-25% -$1.03M 0.01% 1036
2018
Q3 		$4.54M Sell
214,300
-84,399
-28% -$1.7M 0.02% 1050
2018
Q2 		$5.37M Sell
298,699
-441,159
-60% -$8.58M 0.02% 909
2018
Q1 		$15M Buy
+739,858
New +$15.6M 0.07% 316

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Man Group's WDR Position: Q1 2021 in Review

Man Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 193,872 shares — an estimated $4.94M sold.

Man Group first reported a position in WDR in Q1 2018 and held it in 12 quarters. The position peaked at $15M in Q1 2018. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Man Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Man Group sold 193,872 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $4.94M.
  • Man Group first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 12 quarters.
  • Man Group's Waddell & Reed Financial, Inc. position peaked at $15M in Q1 2018.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Man Group's 13F filing for Q1 2021, filed 17 May 2021.