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Waddell & Reed Financial’s California Resources CRC Stock Holding History

Waddell & Reed Financial’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$6.91M Sell
287,003
-29,971
-9% -$743K 0.01% 421
2020
Q4 		$7.48M Buy
+316,974
New +$5.82M 0.02% 421

Other funds holding CRC

GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

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

Waddell & Reed Financial reduced its California Resources (CRC) stake by 9.5% in Q1 2021, selling an estimated $743K and leaving 287,003 shares worth $6.91M. The position accounts for 0.01% of the portfolio, ranked #421.

Waddell & Reed Financial first reported a position in CRC in Q4 2020 and has held it in 2 quarters since. The position peaked at $7.48M in Q4 2020. 75 funds tracked by Wall St. Rank hold CRC as of Q1 2021.

  • Waddell & Reed Financial held 287,003 shares of California Resources worth $6.91M as of Q1 2021.
  • Waddell & Reed Financial sold 29,971 California Resources shares in Q1 2021, an estimated $743K.
  • California Resources made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #421 holding.
  • Waddell & Reed Financial first reported a position in California Resources in Q4 2020 and has held it in 2 quarters since.
  • Waddell & Reed Financial's California Resources position peaked at $7.48M in Q4 2020.
  • 75 funds tracked by Wall St. Rank held California Resources as of Q1 2021.

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