Aspen Investment Management’s Workday WDAY Stock Holding History

Aspen 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 Q4	–	Sell	-1,650	Closed	-$403K	–	149
2024 Q3	$403K	Hold	1,650	–	–	0.19%	111
2024 Q2	$369K	Buy	1,650 +50	+3%	+$12K	0.18%	110
2024 Q1	$436K	Sell	1,600 -1,447	-47%	-$412K	0.22%	110
2023 Q4	$841K	Buy	3,047 +1,226	+67%	+$292K	0.47%	66
2023 Q3	$391K	Buy	1,821 +742	+69%	+$172K	0.24%	101
2023 Q2	$244K	Buy	1,079 +2	+0.2%	+$401	0.15%	123
2023 Q1	$222K	Buy	+1,077	New	+$196K	0.14%	122
2022 Q4	–	Sell	-2,503	Closed	-$381K	–	133
2022 Q3	$381K	Sell	2,503 -100	-4%	-$15.7K	0.25%	102
2022 Q2	$363K	Sell	2,603 -519	-17%	-$94.3K	0.23%	109
2022 Q1	$748K	Buy	3,122 +25	+0.8%	+$5.96K	0.39%	83
2021 Q4	$846K	Buy	3,097 +75	+2%	+$20.8K	0.42%	78
2021 Q3	$755K	Buy	+3,022	New	+$748K	0.4%	82

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspen Investment Management's WDAY Position: Q4 2024 in Review

Aspen Investment Management sold out of Workday (WDAY) in Q4 2024, closing a stake of 1,650 shares — an estimated $403K sold.

Aspen Investment Management first reported a position in WDAY in Q3 2021 and held it in 12 quarters. The position peaked at $846K in Q4 2021. 1,133 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Aspen Investment Management reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
Aspen Investment Management sold 1,650 Workday shares in Q4 2024, an estimated $403K.
Aspen Investment Management first reported a position in Workday in Q3 2021 and held it in 12 quarters.
Aspen Investment Management's Workday position peaked at $846K in Q4 2021.
1,133 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Aspen Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.