Gladstone Institutional Advisory’s Workday WDAY Stock Holding History

Gladstone Institutional Advisory’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	-24,823	Closed	-$5.61M	–	677
2023 Q2	$5.61M	Buy	24,823 +8,858	+55%	+$1.77M	0.34%	77
2023 Q1	$3.3M	Buy	+15,965	New	+$2.9M	0.21%	138
2021 Q1	–	Sell	-1,378	Closed	-$330K	–	445
2020 Q4	$330K	Sell	1,378 -429	-24%	-$96.4K	0.07%	215
2020 Q3	$389K	Buy	+1,807	New	+$357K	0.09%	165

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 $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 $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Gladstone Institutional Advisory's WDAY Position: Q3 2023 in Review

Gladstone Institutional Advisory sold out of Workday (WDAY) in Q3 2023, closing a stake of 24,823 shares — an estimated $5.61M sold.

Gladstone Institutional Advisory first reported a position in WDAY in Q3 2020 and held it in 4 quarters. The position peaked at $5.61M in Q2 2023. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Gladstone Institutional Advisory reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 24,823 Workday shares in Q3 2023, an estimated $5.61M.
Gladstone Institutional Advisory first reported a position in Workday in Q3 2020 and held it in 4 quarters.
Gladstone Institutional Advisory's Workday position peaked at $5.61M in Q2 2023.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.