Aquila Investment Management’s Workday WDAY Stock Holding History

Aquila Investment Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.96M	Hold	8,000	–	–	2.17%	17
2024 Q2	$1.79M	Hold	8,000	–	–	1.68%	26
2024 Q1	$2.18M	Hold	8,000	–	–	1.86%	19
2023 Q4	$2.21M	Hold	8,000	–	–	1.91%	12
2023 Q3	$1.72M	Sell	8,000 -3,000	-27%	-$696K	1.58%	22
2023 Q2	$2.48M	Hold	11,000	–	–	2.03%	8
2023 Q1	$2.27M	Sell	11,000 -3,000	-21%	-$546K	1.87%	11
2022 Q4	$2.34M	Sell	14,000 -400	-3%	-$62.4K	1.81%	11
2022 Q3	$2.19M	Sell	14,400 -3,000	-17%	-$470K	1.64%	19
2022 Q2	$2.43M	Buy	17,400 +2,000	+13%	+$363K	1.73%	16
2022 Q1	$3.69M	Hold	15,400	–	–	2.09%	9
2021 Q4	$4.21M	Buy	+15,400	New	+$4.28M	2.03%	4

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Aquila Investment Management's WDAY Position: Q3 2024 in Review

Aquila Investment Management held its Workday (WDAY) position steady in Q3 2024 at 8,000 shares worth $1.96M. The position accounts for 2.17% of the portfolio, ranked #17.

Aquila Investment Management first reported a position in WDAY in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.21M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

Aquila Investment Management held 8,000 shares of Workday worth $1.96M as of Q3 2024.
Aquila Investment Management left its Workday share count unchanged in Q3 2024.
Workday made up 2.17% of Aquila Investment Management's portfolio in Q3 2024, its #17 holding.
Aquila Investment Management first reported a position in Workday in Q4 2021 and has held it in 12 quarters since.
Aquila Investment Management's Workday position peaked at $4.21M in Q4 2021.
1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.