WRF
MXIM

Waddell & Reed Financial’s Maxim Integrated Products MXIM Stock Holding History

Waddell & Reed Financial’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,664,732
Closed -$113M – 510
2020
Q3 		$113M Sell
1,664,732
-986,399
-37% -$66.8M 0.27% 98
2020
Q2 		$161M Sell
2,651,131
-7,444
-0.3% -$414K 0.42% 61
2020
Q1 		$129M Buy
2,658,575
+268,908
+11% +$15.4M 0.42% 62
2019
Q4 		$147M Buy
2,389,667
+6,753
+0.3% +$393K 0.36% 67
2019
Q3 		$138M Buy
2,382,914
+59,805
+3% +$3.47M 0.36% 73
2019
Q2 		$139M Buy
2,323,109
+77,433
+3% +$4.42M 0.34% 80
2019
Q1 		$119M Buy
2,245,676
+160,639
+8% +$8.64M 0.3% 93
2018
Q4 		$106M Buy
2,085,037
+218,976
+12% +$11.4M 0.3% 87
2018
Q3 		$105M Buy
1,866,061
+31,552
+2% +$1.9M 0.23% 123
2018
Q2 		$108M Buy
1,834,509
+16,735
+0.9% +$974K 0.25% 115
2018
Q1 		$109M Buy
1,817,774
+27,238
+2% +$1.61M 0.25% 110
2017
Q4 		$93.6M Sell
1,790,536
-60,963
-3% -$3.17M 0.21% 121
2017
Q3 		$88.3M Sell
1,851,499
-29,739
-2% -$1.36M 0.2% 129
2017
Q2 		$84.5M Sell
1,881,238
-22,815
-1% -$1.05M 0.19% 146
2017
Q1 		$85.6M Sell
1,904,053
-26,640
-1% -$1.17M 0.18% 143
2016
Q4 		$74.5M Buy
1,930,693
+198,782
+11% +$7.8M 0.16% 163
2016
Q3 		$69.2M Buy
1,731,911
+4,638
+0.3% +$183K 0.14% 172
2016
Q2 		$61.6M Buy
1,727,273
+1,016,768
+143% +$37.3M 0.13% 180
2016
Q1 		$26.1M Buy
710,505
+638,555
+887% +$21.4M 0.05% 262
2015
Q4 		$2.73M Buy
71,950
+11,130
+18% +$426K ﹤0.01% 563
2015
Q3 		$2.03M Buy
60,820
+3,630
+6% +$120K ﹤0.01% 565
2015
Q2 		$1.98M Buy
57,190
+4,190
+8% +$143K ﹤0.01% 563
2015
Q1 		$1.84M Buy
53,000
+10,010
+23% +$342K ﹤0.01% 541
2014
Q4 		$1.37M Buy
+42,990
New +$1.26M ﹤0.01% 538

Other funds holding MXIM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waddell & Reed Financial's MXIM Position: Q4 2020 in Review

Waddell & Reed Financial sold out of Maxim Integrated Products (MXIM) in Q4 2020, closing a stake of 1,664,732 shares — an estimated $113M sold.

Waddell & Reed Financial first reported a position in MXIM in Q4 2014 and held it in 24 quarters. The position peaked at $161M in Q2 2020. 632 funds tracked by Wall St. Rank hold MXIM as of Q4 2020.

  • Waddell & Reed Financial reported no remaining Maxim Integrated Products position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,664,732 Maxim Integrated Products shares in Q4 2020, an estimated $113M.
  • Waddell & Reed Financial first reported a position in Maxim Integrated Products in Q4 2014 and held it in 24 quarters.
  • Waddell & Reed Financial's Maxim Integrated Products position peaked at $161M in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.