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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-562,291
Closed -$14.1M 744
2021
Q1
$14.1M Buy
+562,291
New +$14.1M 0.61% 23
2018
Q3
Sell
-19,575
Closed -$352K 771
2018
Q2
$352K Buy
+19,575
New +$381K 0.04% 566

Other funds holding WDR

Spring Creek Capital's WDR Position: Q2 2021 in Review

Spring Creek Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 562,291 shares — an estimated $14.1M sold.

Spring Creek Capital first reported a position in WDR in Q2 2018 and held it in 2 quarters. The position peaked at $14.1M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Spring Creek Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Spring Creek Capital sold 562,291 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $14.1M.
  • Spring Creek Capital first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and held it in 2 quarters.
  • Spring Creek Capital's Waddell & Reed Financial, Inc. position peaked at $14.1M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Spring Creek Capital's 13F filing for Q2 2021, filed 13 Aug 2021.