Burney Company’s Workday WDAY Stock Holding History

Burney Company’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
2025 Q3	–	Sell	-1,797	Closed	-$431K	–	616
2025 Q2	$431K	Sell	1,797 -73	-4%	-$17.8K	0.01%	438
2025 Q1	$437K	Sell	1,870 -177	-9%	-$45.2K	0.02%	440
2024 Q4	$528K	Sell	2,047 -1,763	-46%	-$450K	0.02%	417
2024 Q3	$931K	Sell	3,810 -3,180	-45%	-$751K	0.03%	334
2024 Q2	$1.56M	Buy	6,990 +2,519	+56%	+$606K	0.06%	253
2024 Q1	$1.22M	Sell	4,471 -149	-3%	-$42.4K	0.05%	299
2023 Q4	$1.28M	Buy	4,620 +18	+0.4%	+$4.29K	0.05%	295
2023 Q3	$989K	Sell	4,602 -491	-10%	-$114K	0.05%	313
2023 Q2	$1.15M	Buy	5,093 +383	+8%	+$76.7K	0.05%	303
2023 Q1	$973K	Buy	4,710 +11	+0.2%	+$2K	0.05%	316
2022 Q4	$786K	Sell	4,699 -11,993	-72%	-$1.87M	0.04%	330
2022 Q3	$2.54M	Sell	16,692 -29,528	-64%	-$4.62M	0.14%	171
2022 Q2	$6.45M	Sell	46,220 -1,981	-4%	-$360K	0.34%	86
2022 Q1	$11.5M	Sell	48,201 -353	-0.7%	-$84.1K	0.53%	49
2021 Q4	$13.3M	Sell	48,554 -3,062	-6%	-$850K	0.57%	48
2021 Q3	$12.9M	Buy	51,616 +8,093	+19%	+$2M	0.61%	38
2021 Q2	$10.4M	Buy	43,523 +2,053	+5%	+$494K	0.48%	57
2021 Q1	$10.3M	Buy	41,470 +1,483	+4%	+$366K	0.51%	60
2020 Q4	$9.58M	Buy	39,987 +965	+2%	+$217K	0.53%	55
2020 Q3	$8.39M	Buy	+39,022	New	+$7.72M	0.52%	51

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

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return