Waddell & Reed Financial’s Spirit AeroSystems SPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$30.1M	Buy	+619,314	New	+$26.5M	0.06%	315
2019 Q4	–	Sell	-357,960	Closed	-$29.4M	–	472
2019 Q3	$29.4M	Sell	357,960 -35,410	-9%	-$2.77M	0.08%	274
2019 Q2	$32M	Sell	393,370 -481,236	-55%	-$40.6M	0.08%	268
2019 Q1	$80.1M	Sell	874,606 -12,643	-1%	-$1.12M	0.2%	141
2018 Q4	$64M	Buy	887,249 +438,494	+98%	+$35.6M	0.18%	155
2018 Q3	$41.1M	Buy	+448,755	New	+$39.5M	0.09%	253

Other funds holding SPR

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

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Waddell & Reed Financial opened a new position in Spirit AeroSystems (SPR) in Q1 2021: 619,314 shares worth $30.1M. The stake represents 0.06% of the portfolio and ranks #315 among its holdings. This is a return to the name: Waddell & Reed Financial previously reported a position in SPR as recently as Q3 2019.

Waddell & Reed Financial first reported a position in SPR in Q3 2018 and has held it in 6 quarters since. The position peaked at $80.1M in Q1 2019. 325 funds tracked by Wall St. Rank hold SPR as of Q1 2021.

Waddell & Reed Financial held 619,314 shares of Spirit AeroSystems worth $30.1M as of Q1 2021.
Spirit AeroSystems was a new Waddell & Reed Financial position in Q1 2021.
Spirit AeroSystems made up 0.06% of Waddell & Reed Financial's portfolio in Q1 2021, its #315 holding.
Waddell & Reed Financial first reported a position in Spirit AeroSystems in Q3 2018 and has held it in 6 quarters since.
Waddell & Reed Financial's Spirit AeroSystems position peaked at $80.1M in Q1 2019.
325 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q1 2021.

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