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Catamount Wealth Management’s Workday WDAY Stock Holding History

Catamount Wealth Management’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
2019
Q1 		$5.13M Buy
26,595
+1,490
+6% +$271K 2.92% 11
2018
Q4 		$4.56M Buy
+25,105
New +$3.56M 3.11% 9

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Catamount Wealth Management's WDAY Position: Q1 2019 in Review

Catamount Wealth Management increased its Workday (WDAY) stake by 5.9% in Q1 2019, buying an estimated $271K and bringing the position to 26,595 shares worth $5.13M. The position accounts for 2.92% of the portfolio, ranked #11.

Catamount Wealth Management first reported a position in WDAY in Q4 2018 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold WDAY as of Q1 2019.

  • Catamount Wealth Management held 26,595 shares of Workday worth $5.13M as of Q1 2019.
  • Catamount Wealth Management bought 1,490 Workday shares in Q1 2019, an estimated $271K.
  • Workday made up 2.92% of Catamount Wealth Management's portfolio in Q1 2019, its #11 holding.
  • Catamount Wealth Management first reported a position in Workday in Q4 2018 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Workday as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.