WRF
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Waddell & Reed Financial’s Simpson Manufacturing SSD Stock Holding History

Waddell & Reed Financial’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-380,533
Closed -$35.6M – 512
2020
Q4 		$35.6M Buy
380,533
+56,076
+17% +$5.21M 0.08% 277
2020
Q3 		$31.5M Sell
324,457
-447
-0.1% -$42.4K 0.08% 279
2020
Q2 		$27.4M Buy
324,904
+239,488
+280% +$17.7M 0.07% 281
2020
Q1 		$5.29M Buy
+85,416
New +$6.67M 0.02% 388

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Simpson Manufacturing (SSD) in Q1 2021, closing a stake of 380,533 shares — an estimated $35.6M sold.

Waddell & Reed Financial first reported a position in SSD in Q1 2020 and held it in 4 quarters. The position peaked at $35.6M in Q4 2020. 302 funds tracked by Wall St. Rank hold SSD as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Simpson Manufacturing position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 380,533 Simpson Manufacturing shares in Q1 2021, an estimated $35.6M.
  • Waddell & Reed Financial first reported a position in Simpson Manufacturing in Q1 2020 and held it in 4 quarters.
  • Waddell & Reed Financial's Simpson Manufacturing position peaked at $35.6M in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2021.

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