SEC 13F Intelligence

Waddell & Reed Financial Inc / DWD

Waddell & Reed Financial Inc’s Morgan Stanley Position

Does Waddell & Reed Financial Inc own Morgan Stanley (DWD)? Yes — 3.91M shares worth $303M (+0.62% of its 13F portfolio) as of Q1 2021, down from 5.05M shares the prior filed quarter.

Position Value
$303M
Q1 2021
Shares
3.91M
% of Portfolio
+0.62%
Quarters Held
8
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $90MQ4 ’18Q1 ’19: $93MQ1 ’19Q4 ’19: $99MQ4 ’19Q1 ’20: $136MQ1 ’20Q2 ’20: $205MQ2 ’20Q3 ’20: $227MQ3 ’20Q4 ’20: $346MQ4 ’20Q1 ’21: $303MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20213.91M$303M+0.62%
Q4 20205.05M$346M+0.73%
Q3 20204.70M$227M+0.55%
Q2 20204.25M$205M+0.53%
Q1 20204.00M$136M+0.44%
Q4 20191.93M$99M+0.24%
Q1 20192.21M$93M+0.23%
Q4 20182.28M$90M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of DWD.