WRF
GMS

Waddell & Reed Financial’s GMS Inc GMS Stock Holding History

Waddell & Reed Financial’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-687,281
Closed -$18.6M – 452
2019
Q4 		$18.6M Buy
+687,281
New +$20.2M 0.05% 353

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Waddell & Reed Financial's GMS Position: Q1 2020 in Review

Waddell & Reed Financial sold out of GMS Inc (GMS) in Q1 2020, closing a stake of 687,281 shares — an estimated $18.6M sold.

Waddell & Reed Financial first reported a position in GMS in Q4 2019 and held it in 1 quarter. The position peaked at $18.6M in Q4 2019. 177 funds tracked by Wall St. Rank hold GMS as of Q1 2020.

  • Waddell & Reed Financial reported no remaining GMS Inc position as of Q1 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 687,281 GMS Inc shares in Q1 2020, an estimated $18.6M.
  • Waddell & Reed Financial first reported a position in GMS Inc in Q4 2019 and held it in 1 quarter.
  • Waddell & Reed Financial's GMS Inc position peaked at $18.6M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held GMS Inc as of Q1 2020.

Based on Waddell & Reed Financial's 13F filing for Q1 2020, filed 15 May 2020.