HWG Holdings’s Workday WDAY Stock Holding History

HWG Holdings’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 Q4	$1.52M	Buy	+5,504	New	+$1.31M	0.68%	27
2019 Q3	–	Sell	-720	Closed	-$148K	–	135
2019 Q2	$148K	Buy	+720	New	+$145K	0.14%	77

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

HWG Holdings's WDAY Position: Q4 2023 in Review

HWG Holdings opened a new position in Workday (WDAY) in Q4 2023: 5,504 shares worth $1.52M. The stake represents 0.68% of the portfolio and ranks #27 among its holdings. This is a return to the name: HWG Holdings previously reported a position in WDAY as recently as Q2 2019.

HWG Holdings first reported a position in WDAY in Q2 2019 and has held it in 2 quarters since. 1,052 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

HWG Holdings held 5,504 shares of Workday worth $1.52M as of Q4 2023.
Workday was a new HWG Holdings position in Q4 2023.
Workday made up 0.68% of HWG Holdings's portfolio in Q4 2023, its #27 holding.
HWG Holdings first reported a position in Workday in Q2 2019 and has held it in 2 quarters since.
1,052 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.