WRF
HCC icon

Waddell & Reed Financial’s Warrior Met Coal HCC Stock Holding History

Waddell & Reed Financial’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-403,891
Closed -$8.61M – 488
2020
Q4 		$8.61M Sell
403,891
-137,570
-25% -$2.42M 0.02% 412
2020
Q3 		$9.25M Buy
+541,461
New +$8.79M 0.02% 383

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Warrior Met Coal (HCC) in Q1 2021, closing a stake of 403,891 shares — an estimated $8.61M sold.

Waddell & Reed Financial first reported a position in HCC in Q3 2020 and held it in 2 quarters. The position peaked at $9.25M in Q3 2020. 147 funds tracked by Wall St. Rank hold HCC as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Warrior Met Coal position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 403,891 Warrior Met Coal shares in Q1 2021, an estimated $8.61M.
  • Waddell & Reed Financial first reported a position in Warrior Met Coal in Q3 2020 and held it in 2 quarters.
  • Waddell & Reed Financial's Warrior Met Coal position peaked at $9.25M in Q3 2020.
  • 147 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2021.

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