Waddell & Associates, LLC Purchases and Sells in Q3 2024

Waddell & Associates, LLC

$815 Million
Q3 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDA	29.3K + 2.34%	$54.26 - $60.01 $1.59M - $1.76M	1.28M $76.4M
VSS	19K + 4.05%	$112.99 - $126.45 $2.15M - $2.4M	489K $61.6M
MDY	2.37K + 1.74%	$523.84 - $572.02 $1.24M - $1.36M	139K $79.1M
DGRW	18.1K + 2.05%	$75.88 - $83.21 $1.37M - $1.5M	899K $74.8M
CAPE	21K + 1.07%	$27.05 - $29.64 $567K - $621K	1.97M $58.4M
IEFA	15.8K + 3.01%	$70.09 - $78.74 $1.11M - $1.25M	542K $42.3M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLR	1.96K New	$144.47 - $162.98 $283K - $319K	1.96K $316K
HUBB	740 New	$355.55 - $428.48 $263K - $317K	740 $316K
VRT	3.56K New	$86.66 - $86.66 $308K - $308K	3.56K $308K
NVT	3.87K New	$60.72 - $81.19 $235K - $314K	3.87K $271K
PLTR	6.86K New	$24.09 - $37.95 $165K - $260K	6.86K $255K
TFC	5.75K New	$38.22 - $44.94 $220K - $258K	5.75K $245K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEF	-34.9K - 43.05%	$21.72 - $25.05 $758K - $874K	46.2K $1.13M
FDX	-383 - 9.3%	$254.64 - $313.52 $97.5K - $120K	3.74K $1.02M
VLUE	-4.5K - 7.76%	$99.14 - $109.18 $446K - $491K	53.5K $5.83M
PHYS	-19.8K - 17.14%	$18.12 - $20.72 $359K - $410K	95.8K $1.95M
LLY	-8 - 0.13%	$772.14 - $960.02 $6.18K - $7.68K	6.14K $5.44M
GOOGL	-38 - 0.58%	$148.65 - $191.18 $5.65K - $7.26K	6.46K $1.07M

Activity Summary All Purchases 80 New Holdings 14 Increased Positions 66 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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