Waddell & Reed Financial’s OrthoPediatrics KIDS Stock Holding History

Waddell & Reed Financial’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-270,815	Closed	-$12M	–	501
2019 Q1	$12M	Hold	270,815	–	–	0.03%	411
2018 Q4	$9.45M	Buy	270,815 +48,515	+22%	+$1.54M	0.03%	419
2018 Q3	$8.14M	Sell	222,300 -6,200	-3%	-$190K	0.02%	451
2018 Q2	$6.09M	Buy	228,500 +5,649	+3%	+$121K	0.01%	479
2018 Q1	$3.36M	Buy	222,851 +7,451	+3%	+$132K	0.01%	488
2017 Q4	$4.13M	Buy	+215,400	New	+$4.12M	0.01%	482

Other funds holding KIDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waddell & Reed Financial's KIDS Position: Q2 2019 in Review

Waddell & Reed Financial sold out of OrthoPediatrics (KIDS) in Q2 2019, closing a stake of 270,815 shares — an estimated $12M sold.

Waddell & Reed Financial first reported a position in KIDS in Q4 2017 and held it in 6 quarters. The position peaked at $12M in Q1 2019. 101 funds tracked by Wall St. Rank hold KIDS as of Q2 2019.

Waddell & Reed Financial reported no remaining OrthoPediatrics position as of Q2 2019 after selling out during the quarter.
Waddell & Reed Financial sold 270,815 OrthoPediatrics shares in Q2 2019, an estimated $12M.
Waddell & Reed Financial first reported a position in OrthoPediatrics in Q4 2017 and held it in 6 quarters.
Waddell & Reed Financial's OrthoPediatrics position peaked at $12M in Q1 2019.
101 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2019.

Based on Waddell & Reed Financial's 13F filing for Q2 2019, filed 14 Aug 2019.