Great Diamond Partners’s Workday WDAY Stock Holding History

Great Diamond Partners’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 Q3	–	Sell	-1,033	Closed	-$231K	–	223
2024 Q2	$231K	Sell	1,033 -14	-1%	-$3.37K	0.05%	194
2024 Q1	$286K	Sell	1,047 -11	-1%	-$3.13K	0.07%	185
2023 Q4	$292K	Sell	1,058 -11	-1%	-$2.62K	0.07%	180
2023 Q3	$230K	Sell	1,069 -1	-0.1%	-$232	0.06%	205
2023 Q2	$242K	Buy	1,070 +53	+5%	+$10.6K	0.06%	197
2023 Q1	$210K	Buy	+1,017	New	+$185K	0.06%	210
2022 Q2	–	Sell	-1,039	Closed	-$248K	–	229
2022 Q1	$248K	Sell	1,039 -65	-6%	-$15.5K	0.07%	193
2021 Q4	$301K	Hold	1,104	–	–	0.08%	181
2021 Q3	$275K	Sell	1,104 -8	-0.7%	-$1.98K	0.08%	175
2021 Q2	$265K	Sell	1,112 -1	-0.1%	-$240	0.07%	174
2021 Q1	$276K	Sell	1,113 -46	-4%	-$11.4K	0.08%	160
2020 Q4	$277K	Sell	1,159 -46	-4%	-$10.3K	0.09%	150
2020 Q3	$259K	Buy	1,205 +7	+0.6%	+$1.39K	0.1%	136
2020 Q2	$224K	Buy	+1,198	New	+$194K	0.09%	131

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Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Janus Henderson Group

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Viking Global Investors

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