HM
WK icon

Harvest Management’s Workiva WK Stock Holding History

Harvest Management’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
Q3 		– Sell
-3,900
Closed -$285K – 61
2024
Q2 		$285K Sell
3,900
-356
-8% -$28K 0.23% 39
2024
Q1 		$361K Buy
4,256
+56
+1% +$5.04K 0.31% 39
2023
Q4 		$426K Buy
4,200
+700
+20% +$67.5K 0.48% 30
2023
Q3 		$355K Buy
3,500
+500
+17% +$52K 0.2% 34
2023
Q2 		$305K Sell
3,000
-2,300
-43% -$221K 0.31% 36
2023
Q1 		$543K Sell
5,300
-2,550
-32% -$231K 0.49% 30
2022
Q4 		$659K Sell
7,850
-150
-2% -$11.6K 0.76% 28
2022
Q3 		$622K Buy
+8,000
New +$546K 0.57% 39

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return