WRF
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Waddell & Reed Financial’s Bunge Global BG Stock Holding History

Waddell & Reed Financial’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$6.87M Sell
86,701
-11,189
-11% -$832K 0.01% 422
2020
Q4 		$6.42M Sell
97,890
-39,683
-29% -$2.32M 0.01% 429
2020
Q3 		$6.29M Sell
137,573
-154,090
-53% -$6.89M 0.02% 420
2020
Q2 		$12M Buy
+291,663
New +$11.3M 0.03% 365

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waddell & Reed Financial's BG Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Bunge Global (BG) stake by 11% in Q1 2021, selling an estimated $832K and leaving 86,701 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #422.

Waddell & Reed Financial first reported a position in BG in Q2 2020 and has held it in 4 quarters since. The position peaked at $12M in Q2 2020. 461 funds tracked by Wall St. Rank hold BG as of Q1 2021.

  • Waddell & Reed Financial held 86,701 shares of Bunge Global worth $6.87M as of Q1 2021.
  • Waddell & Reed Financial sold 11,189 Bunge Global shares in Q1 2021, an estimated $832K.
  • Bunge Global made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #422 holding.
  • Waddell & Reed Financial first reported a position in Bunge Global in Q2 2020 and has held it in 4 quarters since.
  • Waddell & Reed Financial's Bunge Global position peaked at $12M in Q2 2020.
  • 461 funds tracked by Wall St. Rank held Bunge Global as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.