SY
WDR

Stephen Yacktman’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Stephen Yacktman’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
-362,000
Closed -$9.22M – 68
2020
Q4 		$9.22M Sell
362,000
-83,000
-19% -$1.6M 0.11% 46
2020
Q3 		$6.61M Hold
445,000
– – 0.1% 44
2020
Q2 		$6.9M Sell
445,000
-5,000
-1% -$68.6K 0.11% 45
2020
Q1 		$5.12M Buy
+450,000
New +$6.71M 0.08% 42

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephen Yacktman's WDR Position: Q1 2021 in Review

Stephen Yacktman sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 362,000 shares — an estimated $9.22M sold.

Stephen Yacktman first reported a position in WDR in Q1 2020 and held it in 4 quarters. The position peaked at $9.22M in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Stephen Yacktman reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Stephen Yacktman sold 362,000 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $9.22M.
  • Stephen Yacktman first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 4 quarters.
  • Stephen Yacktman's Waddell & Reed Financial, Inc. position peaked at $9.22M in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Yacktman Asset Management's 13F filing for Q1 2021, filed 4 May 2021.