SIM
WDR

SummerHaven Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

SummerHaven Investment Management’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
-26,405
Closed -$661K – 198
2021
Q1 		$661K Hold
26,405
– – 0.4% 141
2020
Q4 		$673K Buy
+26,405
New +$508K 0.52% 65

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

SummerHaven Investment Management's WDR Position: Q2 2021 in Review

SummerHaven Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 26,405 shares — an estimated $661K sold.

SummerHaven Investment Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $673K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • SummerHaven Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 26,405 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $661K.
  • SummerHaven Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • SummerHaven Investment Management's Waddell & Reed Financial, Inc. position peaked at $673K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on SummerHaven Investment Management's 13F filing for Q2 2021, filed 28 Jul 2021.