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Bartlett & Co’s Workday WDAY Stock Holding History

Bartlett & Co’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
Q4 		$52K Buy
+190
New +$45.2K ﹤0.01% 700
2022
Q3 		– Sell
-70
Closed -$10K – 1278
2022
Q2 		$10K Buy
+70
New +$12.7K ﹤0.01% 871
2021
Q3 		– Sell
-4
Closed -$1K – 1079
2021
Q2 		$1K Hold
4
– – ﹤0.01% 963
2021
Q1 		$1K Hold
4
– – ﹤0.01% 990
2020
Q4 		$1K Buy
+4
New +$899 ﹤0.01% 1073

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bartlett & Co's WDAY Position: Q4 2023 in Review

Bartlett & Co opened a new position in Workday (WDAY) in Q4 2023: 190 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in WDAY as recently as Q2 2022.

Bartlett & Co first reported a position in WDAY in Q4 2020 and has held it in 5 quarters since. 1,052 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

  • Bartlett & Co held 190 shares of Workday worth $52K as of Q4 2023.
  • Workday was a new Bartlett & Co position in Q4 2023.
  • Workday made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #700 holding.
  • Bartlett & Co first reported a position in Workday in Q4 2020 and has held it in 5 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.