Maverick Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Maverick Capital’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	-3,217	Closed	-$81K	–	910
2021 Q1	$81K	Sell	3,217 -35,451	-92%	-$890K	﹤0.01%	610
2020 Q4	$985K	Buy	+38,668	New	+$745K	0.02%	231
2018 Q2	–	Sell	-42,070	Closed	-$850K	–	307
2018 Q1	$850K	Buy	+42,070	New	+$889K	0.01%	213

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Maverick Capital's WDR Position: Q2 2021 in Review

Maverick Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 3,217 shares — an estimated $81K sold.

Maverick Capital first reported a position in WDR in Q1 2018 and held it in 3 quarters. The position peaked at $985K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Maverick Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Maverick Capital sold 3,217 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $81K.
Maverick Capital first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 3 quarters.
Maverick Capital's Waddell & Reed Financial, Inc. position peaked at $985K in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Maverick Capital's 13F filing for Q2 2021, filed 16 Aug 2021.