Wolverine Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wolverine Asset Management’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	-176,889	Closed	-$4.43M	–	2632
2021 Q1	$4.43M	Buy	176,889 +101,159	+134%	+$2.54M	0.04%	256
2020 Q4	$1.93M	Buy	+75,730	New	+$1.46M	0.01%	462
2017 Q2	–	Sell	-100,000	Closed	-$1.7M	–	1495
2017 Q1	$1.7M	Buy	100,000 +15,000	+18%	+$275K	0.03%	426
2016 Q4	$1.66M	Buy	+85,000	New	+$1.58M	0.02%	444
2015 Q1	–	Sell	-640	Closed	-$31K	–	2302
2014 Q4	$31K	Buy	+640	New	+$30.5K	﹤0.01%	1534

Other funds holding WDR

LIM

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

Wolverine Asset Management's WDR Position: Q2 2021 in Review

Wolverine Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 176,889 shares — an estimated $4.43M sold.

Wolverine Asset Management first reported a position in WDR in Q4 2014 and held it in 5 quarters. The position peaked at $4.43M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Wolverine Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Wolverine Asset Management sold 176,889 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $4.43M.
Wolverine Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 5 quarters.
Wolverine Asset Management's Waddell & Reed Financial, Inc. position peaked at $4.43M in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Wolverine Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.