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Waddell & Reed Financial’s Liberty Global Class C LBTYK Stock Holding History

Waddell & Reed Financial’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$55.1M Buy
2,156,967
+219,567
+11% +$5.49M 0.11% 212
2020
Q4 		$45.8M Buy
1,937,400
+1,389,700
+254% +$30.1M 0.1% 241
2020
Q3 		$11.2M Buy
+547,700
New +$12M 0.03% 371

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
HIP
Hengistbury Investment Partners London, United Kingdom $311M AUM 13.61% 1-Year Est. Return

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

Waddell & Reed Financial increased its Liberty Global Class C (LBTYK) stake by 11% in Q1 2021, buying an estimated $5.49M and bringing the position to 2,156,967 shares worth $55.1M. The position accounts for 0.11% of the portfolio, ranked #212.

Waddell & Reed Financial first reported a position in LBTYK in Q3 2020 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold LBTYK as of Q1 2021.

  • Waddell & Reed Financial held 2,156,967 shares of Liberty Global Class C worth $55.1M as of Q1 2021.
  • Waddell & Reed Financial bought 219,567 Liberty Global Class C shares in Q1 2021, an estimated $5.49M.
  • Liberty Global Class C made up 0.11% of Waddell & Reed Financial's portfolio in Q1 2021, its #212 holding.
  • Waddell & Reed Financial first reported a position in Liberty Global Class C in Q3 2020 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2021.

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