Skandinaviska Enskilda Banken (SEB)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Skandinaviska Enskilda Banken (SEB)’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	-446,852	Closed	-$11.4M	–	1228
2020 Q4	$11.4M	Hold	446,852	–	–	0.08%	221
2020 Q3	$6.64M	Sell	446,852 -18,800	-4%	-$287K	0.05%	285
2020 Q2	$7.22M	Sell	465,652 -284,800	-38%	-$3.91M	0.06%	271
2020 Q1	$8.54M	Buy	750,452 +109,500	+17%	+$1.63M	0.09%	210
2019 Q4	$10.7M	Sell	640,952 -48,700	-7%	-$794K	0.08%	209
2019 Q3	$11.8M	Sell	689,652 -154,648	-18%	-$2.59M	0.1%	189
2019 Q2	$14.1M	Sell	844,300 -707,000	-46%	-$12.3M	0.12%	162
2019 Q1	$26.8M	Sell	1,551,300 -1,349,103	-47%	-$23.8M	0.25%	88
2018 Q4	$52.4M	Buy	2,900,403 +997,403	+52%	+$19.4M	0.47%	46
2018 Q3	$40.3M	Buy	1,903,000 +72,800	+4%	+$1.46M	0.31%	66
2018 Q2	$32.9M	Sell	1,830,200 -189,800	-9%	-$3.69M	0.28%	85
2018 Q1	$40.8M	Sell	2,020,000 -5,100	-0.3%	-$108K	0.39%	61
2017 Q4	$45.2M	Buy	2,025,100 +1,164,400	+135%	+$23.7M	0.39%	59
2017 Q3	$17.3M	Hold	860,700	–	–	0.16%	122
2017 Q2	$16.3M	Buy	+860,700	New	+$15.1M	0.16%	129

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB)'s WDR Position: Q1 2021 in Review

Skandinaviska Enskilda Banken (SEB) sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 446,852 shares — an estimated $11.4M sold.

Skandinaviska Enskilda Banken (SEB) first reported a position in WDR in Q2 2017 and held it in 15 quarters. The position peaked at $52.4M in Q4 2018. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

Skandinaviska Enskilda Banken (SEB) reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
Skandinaviska Enskilda Banken (SEB) sold 446,852 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $11.4M.
Skandinaviska Enskilda Banken (SEB) first reported a position in Waddell & Reed Financial, Inc. in Q2 2017 and held it in 15 quarters.
Skandinaviska Enskilda Banken (SEB)'s Waddell & Reed Financial, Inc. position peaked at $52.4M in Q4 2018.
199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Skandinaviska Enskilda Banken (SEB)'s 13F filing for Q1 2021, filed 14 May 2021.