GC
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Gilbert & Cook’s Workiva WK Stock Holding History

Gilbert & Cook’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,679
Closed -$312K – 229
2024
Q1 		$312K Hold
3,679
– – 0.04% 185
2023
Q4 		$374K Hold
3,679
– – 0.05% 170
2023
Q3 		$373K Hold
3,679
– – 0.06% 162
2023
Q2 		$374K Hold
3,679
– – 0.06% 146
2023
Q1 		$377K Sell
3,679
-121
-3% -$11K 0.07% 136
2022
Q4 		$319K Hold
3,800
– – 0.06% 160
2022
Q3 		$258K Buy
3,800
+500
+15% +$34.1K 0.06% 174
2022
Q2 		$218K Hold
3,300
– – 0.04% 186
2022
Q1 		$389K Hold
3,300
– – 0.06% 142
2021
Q4 		$431K Hold
3,300
– – 0.07% 131
2021
Q3 		$465K Hold
3,300
– – 0.08% 113
2021
Q2 		$367K Hold
3,300
– – 0.07% 140
2021
Q1 		$291K Buy
+3,300
New +$327K 0.06% 153

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return