Ziegler Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Ziegler Capital 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
2020 Q4	–	Sell	-76,610	Closed	-$1.14M	–	449
2020 Q3	$1.14M	Sell	76,610 -2,120	-3%	-$32.3K	0.04%	279
2020 Q2	$1.22M	Buy	+78,730	New	+$1.08M	0.04%	277
2013 Q3	$349K	Sell	6,773 -1,993	-23%	-$99.2K	0.03%	325
2013 Q2	$381K	Buy	+8,766	New	+$386K	0.04%	325

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ziegler Capital Management's WDR Position: Q4 2020 in Review

Ziegler Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 76,610 shares — an estimated $1.14M sold.

Ziegler Capital Management first reported a position in WDR in Q2 2013 and held it in 4 quarters. The position peaked at $1.22M in Q2 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Ziegler Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Ziegler Capital Management sold 76,610 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $1.14M.
Ziegler Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 4 quarters.
Ziegler Capital Management's Waddell & Reed Financial, Inc. position peaked at $1.22M in Q2 2020.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Ziegler Capital Management's 13F filing for Q4 2020, filed 5 Feb 2021.