Yacktman Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-362,000
| Closed | -$9.22M | – | 68 |
|
|
2020
Q4 | $9.22M | Sell |
362,000
-83,000
| -19% | -$2.11M | 0.11% | 46 |
|
|
2020
Q3 | $6.61M | Hold |
445,000
| – | – | 0.1% | 44 |
|
|
2020
Q2 | $6.9M | Sell |
445,000
-5,000
| -1% | -$77.6K | 0.11% | 45 |
|
|
2020
Q1 | $5.12M | Buy |
+450,000
| New | +$5.12M | 0.08% | 42 |
|