Waddell & Associates’s Manhattan Bridge Capital LOAN Stock Holding History

Waddell & Associates’s Portfolio LOAN Stock Details LOAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-64,200	Closed	-$358K	–	160
2024 Q3	$358K	Sell	64,200 -12,918	-17%	-$68.1K	0.04%	100
2024 Q2	$77.1K	Buy	77,118 +2,861	+4%	+$14.6K	0.01%	138
2024 Q1	$73.5K	Buy	+74,257	New	+$357K	0.01%	140
2023 Q4	–	Sell	-102,772	Closed	-$98.6K	–	161
2023 Q3	$98.6K	Buy	102,772 +14,882	+17%	+$71.5K	0.01%	170
2023 Q2	$87.2K	Sell	87,890 -23,796	-21%	-$118K	0.01%	164
2023 Q1	$112K	Sell	111,686 -14,743	-12%	-$81.9K	0.02%	151
2022 Q4	$126K	Buy	+126,429	New	+$702K	0.02%	140

Other funds holding LOAN

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AFA

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

Waddell & Associates's LOAN Position: Q4 2024 in Review

Waddell & Associates sold out of Manhattan Bridge Capital (LOAN) in Q4 2024, closing a stake of 64,200 shares — an estimated $358K sold.

Waddell & Associates first reported a position in LOAN in Q4 2022 and held it in 7 quarters. The position peaked at $358K in Q3 2024. 51 funds tracked by Wall St. Rank hold LOAN as of Q4 2024.

Waddell & Associates reported no remaining Manhattan Bridge Capital position as of Q4 2024 after selling out during the quarter.
Waddell & Associates sold 64,200 Manhattan Bridge Capital shares in Q4 2024, an estimated $358K.
Waddell & Associates first reported a position in Manhattan Bridge Capital in Q4 2022 and held it in 7 quarters.
Waddell & Associates's Manhattan Bridge Capital position peaked at $358K in Q3 2024.
51 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2024.

Based on Waddell & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.