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Fernwood Investment Management’s Workday WDAY Stock Holding History

Fernwood 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
2024
Q4 		$413K Hold
1,600
– – 0.14% 118
2024
Q3 		$391K Sell
1,600
-155
-9% -$36.6K 0.13% 138
2024
Q2 		$392K Hold
1,755
– – 0.12% 139
2024
Q1 		$479K Sell
1,755
-35
-2% -$9.96K 0.14% 135
2023
Q4 		$485K Hold
1,790
– – 0.16% 122
2023
Q3 		$377K Hold
1,790
– – 0.14% 132
2023
Q2 		$396K Sell
1,790
-165
-8% -$33.1K 0.14% 134
2023
Q1 		$404K Sell
1,955
-225
-10% -$40.9K 0.16% 129
2022
Q4 		$365K Sell
2,180
-55
-2% -$8.58K 0.15% 137
2022
Q3 		$340K Sell
2,235
-125
-5% -$19.6K 0.14% 134
2022
Q2 		$329K Sell
2,360
-75
-3% -$13.6K 0.14% 137
2022
Q1 		$583K Hold
2,435
– – 0.2% 120
2021
Q4 		$665K Hold
2,435
– – 0.22% 115
2021
Q3 		$608K Buy
2,435
+200
+9% +$49.5K 0.21% 119
2021
Q2 		$534K Buy
2,235
+370
+20% +$89K 0.18% 127
2021
Q1 		$463K Buy
1,865
+75
+4% +$18.5K 0.17% 131
2020
Q4 		$429K Hold
1,790
– – 0.17% 131
2020
Q3 		$385K Buy
1,790
+35
+2% +$6.92K 0.18% 121
2020
Q2 		$329K Buy
+1,755
New +$284K 0.16% 125

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's WDAY Position: Q4 2024 in Review

Fernwood Investment Management held its Workday (WDAY) position steady in Q4 2024 at 1,600 shares worth $413K. The position accounts for 0.14% of the portfolio, ranked #118.

Fernwood Investment Management first reported a position in WDAY in Q2 2020 and has held it in 19 quarters since. The position peaked at $665K in Q4 2021. 1,132 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Fernwood Investment Management held 1,600 shares of Workday worth $413K as of Q4 2024.
  • Fernwood Investment Management left its Workday share count unchanged in Q4 2024.
  • Workday made up 0.14% of Fernwood Investment Management's portfolio in Q4 2024, its #118 holding.
  • Fernwood Investment Management first reported a position in Workday in Q2 2020 and has held it in 19 quarters since.
  • Fernwood Investment Management's Workday position peaked at $665K in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.