WRF
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Waddell & Reed Financial’s Shift4 FOUR Stock Holding History

Waddell & Reed Financial’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$117M Buy
1,425,484
+416,278
+41% +$32.4M 0.24% 130
2020
Q4 		$76.1M Buy
1,009,206
+259,938
+35% +$15.5M 0.16% 172
2020
Q3 		$36.2M Buy
+749,268
New +$33.3M 0.09% 257

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Waddell & Reed Financial increased its Shift4 (FOUR) stake by 41% in Q1 2021, buying an estimated $32.4M and bringing the position to 1,425,484 shares worth $117M. The position accounts for 0.24% of the portfolio, ranked #130.

Waddell & Reed Financial first reported a position in FOUR in Q3 2020 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold FOUR as of Q1 2021.

  • Waddell & Reed Financial held 1,425,484 shares of Shift4 worth $117M as of Q1 2021.
  • Waddell & Reed Financial bought 416,278 Shift4 shares in Q1 2021, an estimated $32.4M.
  • Shift4 made up 0.24% of Waddell & Reed Financial's portfolio in Q1 2021, its #130 holding.
  • Waddell & Reed Financial first reported a position in Shift4 in Q3 2020 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Shift4 as of Q1 2021.

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