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Waddell & Reed Financial’s Simulations Plus SLP Stock Holding History

Waddell & Reed Financial’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$16.5M Buy
260,484
+69,640
+36% +$5.11M 0.03% 377
2020
Q4 		$13.7M Buy
190,844
+267
+0.1% +$17.7K 0.03% 380
2020
Q3 		$14.4M Buy
+190,577
New +$12.2M 0.03% 353

Other funds holding SLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Waddell & Reed Financial increased its Simulations Plus (SLP) stake by 36% in Q1 2021, buying an estimated $5.11M and bringing the position to 260,484 shares worth $16.5M. The position accounts for 0.03% of the portfolio, ranked #377.

Waddell & Reed Financial first reported a position in SLP in Q3 2020 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SLP as of Q1 2021.

  • Waddell & Reed Financial held 260,484 shares of Simulations Plus worth $16.5M as of Q1 2021.
  • Waddell & Reed Financial bought 69,640 Simulations Plus shares in Q1 2021, an estimated $5.11M.
  • Simulations Plus made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #377 holding.
  • Waddell & Reed Financial first reported a position in Simulations Plus in Q3 2020 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2021.

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