Westchester Capital Management (New York)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Westchester Capital Management (New York)’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-228,679	Closed	-$5.73M	–	401
2021 Q1	$5.73M	Hold	228,679	–	–	0.16%	81
2020 Q4	$5.82M	Buy	+228,679	New	+$4.4M	0.19%	64

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Westchester Capital Management (New York)'s WDR Position: Q2 2021 in Review

Westchester Capital Management (New York) sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 228,679 shares — an estimated $5.73M sold.

Westchester Capital Management (New York) first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $5.82M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Westchester Capital Management (New York) reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 228,679 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $5.73M.
Westchester Capital Management (New York) first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
Westchester Capital Management (New York)'s Waddell & Reed Financial, Inc. position peaked at $5.82M in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.