Elmwood Wealth Management’s Workday WDAY Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-509	Closed	-$139K	–	334
2021 Q4	$139K	Buy	+509	New	+$141K	0.07%	135
2021 Q2	$230K	Hold	962	–	–	0.12%	103
2021 Q1	$239K	Buy	+962	New	+$238K	0.15%	97
2020 Q3	$311K	Hold	1,662	–	–	0.25%	77
2020 Q2	$311K	Buy	1,662 +1,632	+5,440%	+$264K	0.25%	77
2020 Q1	$3.81K	Sell	30 -1,632	-98%	-$275K	﹤0.01%	233
2019 Q4	$273K	Hold	1,662	–	–	0.24%	80
2019 Q3	$282K	Buy	1,662 +1,632	+5,440%	+$315K	0.29%	70
2019 Q2	$6K	Hold	30	–	–	0.01%	224
2019 Q1	$6K	Hold	30	–	–	0.01%	216
2018 Q4	$5K	Hold	30	–	–	﹤0.01%	231
2018 Q3	$4.38K	Hold	30	–	–	﹤0.01%	236
2018 Q2	$3.63K	Hold	30	–	–	﹤0.01%	234
2018 Q1	$3.81K	Buy	+30	New	+$3.67K	﹤0.01%	233

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

JP Morgan Chase

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return