Essex Investment Management’s Workday WDAY Stock Holding History

Essex Investment 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
2023 Q3	–	Sell	-5,471	Closed	-$1.24M	–	403
2023 Q2	$1.24M	Sell	5,471 -127	-2%	-$25.4K	0.17%	175
2023 Q1	$1.16M	Buy	+5,598	New	+$1.02M	0.17%	179
2019 Q2	–	Sell	-9,831	Closed	-$1.9M	–	513
2019 Q1	$1.9M	Buy	9,831 +3,694	+60%	+$672K	0.28%	112
2018 Q4	$980K	Buy	+6,137	New	+$869K	0.15%	197
2016 Q2	–	Sell	-4,137	Closed	-$318K	–	341
2016 Q1	$318K	Sell	4,137 -1,813	-30%	-$120K	0.05%	280
2015 Q4	$474K	Buy	+5,950	New	+$476K	0.07%	240
2014 Q1	–	Sell	-9,300	Closed	-$773K	–	372
2013 Q4	$773K	Buy	+9,300	New	+$734K	0.11%	225

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, United Kingdom $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 $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Essex Investment Management's WDAY Position: Q3 2023 in Review

Essex Investment Management sold out of Workday (WDAY) in Q3 2023, closing a stake of 5,471 shares — an estimated $1.24M sold.

Essex Investment Management first reported a position in WDAY in Q4 2013 and held it in 7 quarters. The position peaked at $1.9M in Q1 2019. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Essex Investment Management reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 5,471 Workday shares in Q3 2023, an estimated $1.24M.
Essex Investment Management first reported a position in Workday in Q4 2013 and held it in 7 quarters.
Essex Investment Management's Workday position peaked at $1.9M in Q1 2019.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.