EFG Asset Management’s Workday WDAY Stock Holding History

EFG Asset 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
2024 Q1	–	Sell	-13,857	Closed	-$3.83M	–	199
2023 Q4	$3.83M	Sell	13,857 -6,141	-31%	-$1.46M	0.73%	43
2023 Q3	$4.3M	Sell	19,998 -2,167	-10%	-$503K	1.02%	26
2023 Q2	$5.01M	Sell	22,165 -3,706	-14%	-$742K	1.07%	21
2023 Q1	$5.34M	Sell	25,871 -792	-3%	-$144K	1.18%	19
2022 Q4	$4.47M	Buy	26,663 +3,920	+17%	+$611K	1%	28
2022 Q3	$3.46M	Buy	22,743 +243	+1%	+$38K	0.8%	43
2022 Q2	$3.14M	Sell	22,500 -1,680	-7%	-$305K	0.66%	50
2022 Q1	$5.79M	Sell	24,180 -1,326	-5%	-$316K	0.87%	40
2021 Q4	$6.97M	Buy	+25,506	New	+$7.08M	0.91%	41

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

EFG Asset Management's WDAY Position: Q1 2024 in Review

EFG Asset Management sold out of Workday (WDAY) in Q1 2024, closing a stake of 13,857 shares — an estimated $3.83M sold.

EFG Asset Management first reported a position in WDAY in Q4 2021 and held it in 9 quarters. The position peaked at $6.97M in Q4 2021. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

EFG Asset Management reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
EFG Asset Management sold 13,857 Workday shares in Q1 2024, an estimated $3.83M.
EFG Asset Management first reported a position in Workday in Q4 2021 and held it in 9 quarters.
EFG Asset Management's Workday position peaked at $6.97M in Q4 2021.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on EFG Asset Management's 13F filing for Q1 2024, filed 13 May 2024.