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Berman Capital Advisors’s Workday WDAY Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$110K Buy
447
+180
+67% +$44.6K 0.02% 410
2021
Q2 		$63K Buy
267
+22
+9% +$5.29K 0.01% 503
2021
Q1 		$60K Buy
245
+54
+28% +$13.3K 0.01% 421
2020
Q4 		$45K Buy
191
+60
+46% +$13.5K 0.01% 432
2020
Q3 		$28K Buy
131
+25
+24% +$4.95K 0.01% 498
2020
Q2 		$19K Sell
106
-38
-26% -$6.14K 0.01% 567
2020
Q1 		$18K Buy
144
+40
+38% +$6.74K 0.01% 528
2019
Q4 		$17K Sell
104
-10
-9% -$1.66K ﹤0.01% 582
2019
Q3 		$19K Sell
114
-1,397
-92% -$270K 0.01% 530
2019
Q2 		$309K Sell
1,511
-85
-5% -$17.2K 0.1% 101
2019
Q1 		$306K Buy
1,596
+307
+24% +$55.8K 0.1% 92
2018
Q4 		$204K Buy
+1,289
New +$183K 0.08% 104
2018
Q3 		– Sell
-30,074
Closed -$3.64M – 129
2018
Q2 		$3.64M Sell
30,074
-164
-0.5% -$21K 1.27% 18
2018
Q1 		$3.84M Sell
30,238
-4,818
-14% -$589K 1.47% 17
2017
Q4 		$3.57M Buy
+35,056
New +$3.74M 1.18% 22

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's WDAY Position: Q3 2021 in Review

Berman Capital Advisors increased its Workday (WDAY) stake by 67% in Q3 2021, buying an estimated $44.6K and bringing the position to 447 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #410.

Berman Capital Advisors first reported a position in WDAY in Q4 2017 and has held it in 15 quarters since. The position peaked at $3.84M in Q1 2018. 801 funds tracked by Wall St. Rank hold WDAY as of Q3 2021.

  • Berman Capital Advisors held 447 shares of Workday worth $110K as of Q3 2021.
  • Berman Capital Advisors bought 180 Workday shares in Q3 2021, an estimated $44.6K.
  • Workday made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #410 holding.
  • Berman Capital Advisors first reported a position in Workday in Q4 2017 and has held it in 15 quarters since.
  • Berman Capital Advisors's Workday position peaked at $3.84M in Q1 2018.
  • 801 funds tracked by Wall St. Rank held Workday as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.