WG
WDR

Winton Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Winton Group’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
-53,215
Closed -$1.33M – 1560
2021
Q1 		$1.33M Sell
53,215
-18,055
-25% -$453K 0.08% 312
2020
Q4 		$1.81M Sell
71,270
-136,806
-66% -$2.63M 0.13% 144
2020
Q3 		$3.09M Sell
208,076
-29,777
-13% -$454K 0.1% 316
2020
Q2 		$3.69M Sell
237,853
-128,858
-35% -$1.77M 0.1% 352
2020
Q1 		$4.17M Sell
366,711
-95,608
-21% -$1.43M 0.11% 321
2019
Q4 		$7.73M Buy
+462,319
New +$7.53M 0.11% 318
2019
Q3 		– Sell
-17,545
Closed -$292K – 1733
2019
Q2 		$292K Buy
+17,545
New +$306K 0.01% 905
2015
Q1 		– Sell
-8,925
Closed -$445K – 570
2014
Q4 		$445K Sell
8,925
-32,924
-79% -$1.57M 0.01% 553
2014
Q3 		$2.16M Sell
41,849
-9,924
-19% -$553K 0.02% 447
2014
Q2 		$3.24M Buy
+51,773
New +$3.35M 0.02% 402

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Winton Group's WDR Position: Q2 2021 in Review

Winton Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 53,215 shares — an estimated $1.33M sold.

Winton Group first reported a position in WDR in Q2 2014 and held it in 10 quarters. The position peaked at $7.73M in Q4 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Winton Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Winton Group sold 53,215 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $1.33M.
  • Winton Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 10 quarters.
  • Winton Group's Waddell & Reed Financial, Inc. position peaked at $7.73M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Winton Group's 13F filing for Q2 2021, filed 10 Aug 2021.