Institutional & Family Asset Management’s Workday WDAY Stock Holding History

Institutional & Family Asset 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
2024 Q2	$25.7K	Sell	115 -3	-3%	-$722	﹤0.01%	305
2024 Q1	$32.2K	Buy	118 +4	+4%	+$1.14K	0.01%	286
2023 Q4	$31.5K	Buy	114 +1	+0.9%	+$238	0.01%	276
2023 Q3	$24.3K	Hold	113	–	–	﹤0.01%	287
2023 Q2	$25.5K	Sell	113 -3	-3%	-$601	﹤0.01%	283
2023 Q1	$24K	Sell	116 -3	-3%	-$546	﹤0.01%	287
2022 Q4	$19.9K	Hold	119	–	–	﹤0.01%	303
2022 Q3	$18K	Hold	119	–	–	﹤0.01%	326
2022 Q2	$17K	Hold	119	–	–	﹤0.01%	337
2022 Q1	$28K	Buy	119 +8	+7%	+$1.91K	﹤0.01%	323
2021 Q4	$30K	Buy	111 +7	+7%	+$1.94K	﹤0.01%	325
2021 Q3	$26K	Hold	104	–	–	﹤0.01%	427
2021 Q2	$25K	Hold	104	–	–	﹤0.01%	445
2021 Q1	$26K	Buy	104 +49	+89%	+$12.1K	0.01%	460
2020 Q4	$13K	Buy	+55	New	+$12.4K	﹤0.01%	499

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Institutional & Family Asset Management's WDAY Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Workday (WDAY) stake by 2.5% in Q2 2024, selling an estimated $722 and leaving 115 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Institutional & Family Asset Management first reported a position in WDAY in Q4 2020 and has held it in 15 quarters since. The position peaked at $32.2K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

Institutional & Family Asset Management held 115 shares of Workday worth $25.7K as of Q2 2024.
Institutional & Family Asset Management sold 3 Workday shares in Q2 2024, an estimated $722.
Workday made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #305 holding.
Institutional & Family Asset Management first reported a position in Workday in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Workday position peaked at $32.2K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.