Baird Financial Group

Baird Financial Group’s Workiva WK Stock Holding History

Baird Financial Group’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,886	Closed	-$293K	–	1812
2023 Q4	$293K	Sell	2,886 -124	-4%	-$12K	﹤0.01%	1527
2023 Q3	$305K	Sell	3,010 -74	-2%	-$7.69K	﹤0.01%	1496
2023 Q2	$314K	Sell	3,084 -331	-10%	-$31.8K	﹤0.01%	1490
2023 Q1	$350K	Sell	3,415 -155	-4%	-$14K	﹤0.01%	1441
2022 Q4	$299K	Buy	3,570 +675	+23%	+$52.3K	﹤0.01%	1456
2022 Q3	$225K	Sell	2,895 -4,574	-61%	-$312K	﹤0.01%	1561
2022 Q2	$493K	Sell	7,469 -5,254	-41%	-$437K	﹤0.01%	1349
2022 Q1	$1.5M	Sell	12,723 -943	-7%	-$104K	﹤0.01%	996
2021 Q4	$1.78M	Buy	13,666 +960	+8%	+$135K	﹤0.01%	981
2021 Q3	$1.79M	Buy	12,706 +1,926	+18%	+$261K	﹤0.01%	987
2021 Q2	$1.2M	Buy	10,780 +214	+2%	+$20.8K	﹤0.01%	1114
2021 Q1	$933K	Buy	10,566 +679	+7%	+$67.2K	﹤0.01%	1157
2020 Q4	$906K	Buy	9,887 +1,428	+17%	+$100K	﹤0.01%	1041
2020 Q3	$472K	Buy	8,459 +2,620	+45%	+$146K	﹤0.01%	1175
2020 Q2	$312K	Buy	+5,839	New	+$239K	﹤0.01%	1294

Other funds holding WK

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

Fidelity Investments

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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