Caldwell Trust’s Workday WDAY Stock Holding History

Caldwell Trust’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	–	Sell	-50	Closed	-$10.7K	–	730
2023 Q3	$10.7K	Hold	50	–	–	﹤0.01%	609
2023 Q2	$11.3K	Hold	50	–	–	﹤0.01%	620
2023 Q1	$10.3K	Hold	50	–	–	﹤0.01%	621
2022 Q4	$8.37K	Hold	50	–	–	﹤0.01%	630
2022 Q3	$7.61K	Hold	50	–	–	﹤0.01%	636
2022 Q2	$6.98K	Hold	50	–	–	﹤0.01%	656
2022 Q1	$12K	Hold	50	–	–	﹤0.01%	624
2021 Q4	$13.7K	Hold	50	–	–	﹤0.01%	606
2021 Q3	$12.5K	Hold	50	–	–	﹤0.01%	619
2021 Q2	$11.9K	Hold	50	–	–	﹤0.01%	631
2021 Q1	$12.4K	Hold	50	–	–	﹤0.01%	612
2020 Q4	$12K	Hold	50	–	–	﹤0.01%	608
2020 Q3	$10.8K	Hold	50	–	–	﹤0.01%	603
2020 Q2	$9.37K	Hold	50	–	–	﹤0.01%	646
2020 Q1	$6.51K	Hold	50	–	–	﹤0.01%	678
2019 Q4	$8.22K	Buy	+50	New	+$8.3K	﹤0.01%	701

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

Baillie Gifford & Co

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

Janus Henderson Group

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

JP Morgan Chase

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return