Aspiriant LLC’s Workday WDAY Stock Holding History

Aspiriant LLC’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
2023 Q1	–	Sell	-1,251	Closed	-$209K	–	295
2022 Q4	$209K	Buy	+1,251	New	+$195K	0.01%	256
2022 Q2	–	Sell	-1,257	Closed	-$301K	–	292
2022 Q1	$301K	Hold	1,257	–	–	0.02%	225
2021 Q4	$344K	Buy	1,257 +6	+0.5%	+$1.67K	0.02%	219
2021 Q3	$313K	Hold	1,251	–	–	0.02%	193
2021 Q2	$299K	Sell	1,251 -19	-1%	-$4.57K	0.02%	199
2021 Q1	$316K	Buy	1,270 +219	+21%	+$54.1K	0.02%	175
2020 Q4	$252K	Hold	1,051	–	–	0.02%	185
2020 Q3	$226K	Buy	+1,051	New	+$208K	0.02%	204
2019 Q3	–	Sell	-1,051	Closed	-$216K	–	233
2019 Q2	$216K	Hold	1,051	–	–	0.02%	211
2019 Q1	$203K	Sell	1,051 -1,050	-50%	-$191K	0.02%	221
2018 Q4	$335K	Hold	2,101	–	–	0.03%	175
2018 Q3	$307K	Sell	2,101 -217	-9%	-$30.1K	0.03%	191
2018 Q2	$281K	Hold	2,318	–	–	0.02%	207
2018 Q1	$295K	Buy	+2,318	New	+$284K	0.03%	194
2017 Q4	–	Sell	-2,446	Closed	-$258K	–	187
2017 Q3	$258K	Buy	2,446 +345	+16%	+$35.6K	0.02%	178
2017 Q2	$204K	Buy	+2,101	New	+$196K	0.02%	200

Other funds holding WDAY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return