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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elmwood Wealth Management's WDAY Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Workday (WDAY) in Q1 2022, closing a stake of 509 shares — an estimated $139K sold.

Elmwood Wealth Management first reported a position in WDAY in Q1 2018 and held it in 14 quarters. The position peaked at $311K in Q3 2020. 865 funds tracked by Wall St. Rank hold WDAY as of Q1 2022.

Elmwood Wealth Management reported no remaining Workday position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 509 Workday shares in Q1 2022, an estimated $139K.
Elmwood Wealth Management first reported a position in Workday in Q1 2018 and held it in 14 quarters.
Elmwood Wealth Management's Workday position peaked at $311K in Q3 2020.
865 funds tracked by Wall St. Rank held Workday as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.