WRF
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Waddell & Reed Financial’s Gartner IT Stock Holding History

Waddell & Reed Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$178M Buy
974,655
+809,840
+491% +$141M 0.37% 68
2020
Q4 		$26.4M Sell
164,815
-6,762
-4% -$974K 0.06% 332
2020
Q3 		$21.4M Sell
171,577
-86,351
-33% -$11M 0.05% 330
2020
Q2 		$31.3M Sell
257,928
-439,969
-63% -$50.8M 0.08% 260
2020
Q1 		$69.5M Buy
697,897
+126,743
+22% +$17.4M 0.23% 122
2019
Q4 		$88M Buy
571,154
+238,908
+72% +$36.5M 0.22% 128
2019
Q3 		$47.5M Buy
+332,246
New +$48.3M 0.12% 194

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return