Disciplined Investments’s Workday WDAY Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-4	Closed	-$904	–	1537
2023 Q2	$904	Hold	4	–	–	﹤0.01%	1015
2023 Q1	$826	Hold	4	–	–	﹤0.01%	1045
2022 Q4	$669	Hold	4	–	–	﹤0.01%	1064
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1129
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1164
2022 Q1	$1K	Buy	+4	New	+$953	﹤0.01%	1233
2020 Q4	–	Sell	-6	Closed	-$1K	–	417
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	395
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	395
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	410
2019 Q4	$1K	Buy	+6	New	+$996	﹤0.01%	419

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's WDAY Position: Q3 2023 in Review

Disciplined Investments sold out of Workday (WDAY) in Q3 2023, closing a stake of 4 shares — an estimated $904 sold.

Disciplined Investments first reported a position in WDAY in Q4 2019 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Disciplined Investments reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4 Workday shares in Q3 2023, an estimated $904.
Disciplined Investments first reported a position in Workday in Q4 2019 and held it in 10 quarters.
Disciplined Investments's Workday position peaked at $1K in Q3 2022.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.