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Goelzer Investment Management’s Workday WDAY Stock Holding History

Goelzer 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
2020
Q4 		– Sell
-1,000
Closed -$215K – 249
2020
Q3 		$215K Sell
1,000
-2,000
-67% -$396K 0.02% 240
2020
Q2 		$562K Sell
3,000
-3,877
-56% -$627K 0.05% 178
2020
Q1 		$896K Hold
6,877
– – 0.1% 160
2019
Q4 		$1.13M Sell
6,877
-3,438
-33% -$571K 0.1% 163
2019
Q3 		$1.75M Sell
10,315
-2,411
-19% -$465K 0.16% 148
2019
Q2 		$2.62M Buy
12,726
+7,637
+150% +$1.54M 0.24% 118
2019
Q1 		$981K Buy
+5,089
New +$926K 0.09% 170

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Goelzer Investment Management's WDAY Position: Q4 2020 in Review

Goelzer Investment Management sold out of Workday (WDAY) in Q4 2020, closing a stake of 1,000 shares — an estimated $215K sold.

Goelzer Investment Management first reported a position in WDAY in Q1 2019 and held it in 7 quarters. The position peaked at $2.62M in Q2 2019. 785 funds tracked by Wall St. Rank hold WDAY as of Q4 2020.

  • Goelzer Investment Management reported no remaining Workday position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 1,000 Workday shares in Q4 2020, an estimated $215K.
  • Goelzer Investment Management first reported a position in Workday in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's Workday position peaked at $2.62M in Q2 2019.
  • 785 funds tracked by Wall St. Rank held Workday as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.