WRF
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Waddell & Reed Financial’s Grocery Outlet GO Stock Holding History

Waddell & Reed Financial’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200,010
Closed -$6.58M – 479
2019
Q2 		$6.58M Buy
+200,010
New +$6.18M 0.02% 430

Other funds holding GO

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waddell & Reed Financial's GO Position: Q3 2019 in Review

Waddell & Reed Financial sold out of Grocery Outlet (GO) in Q3 2019, closing a stake of 200,010 shares — an estimated $6.58M sold.

Waddell & Reed Financial first reported a position in GO in Q2 2019 and held it in 1 quarter. The position peaked at $6.58M in Q2 2019. 108 funds tracked by Wall St. Rank hold GO as of Q3 2019.

  • Waddell & Reed Financial reported no remaining Grocery Outlet position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 200,010 Grocery Outlet shares in Q3 2019, an estimated $6.58M.
  • Waddell & Reed Financial first reported a position in Grocery Outlet in Q2 2019 and held it in 1 quarter.
  • Waddell & Reed Financial's Grocery Outlet position peaked at $6.58M in Q2 2019.
  • 108 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.