Jackson Grant Investment Advisers’s Workday WDAY Stock Holding History

Jackson Grant Investment Advisers’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
2022 Q3	–	Sell	-174	Closed	-$24K	–	352
2022 Q2	$24K	Hold	174	–	–	0.01%	252
2022 Q1	$42K	Buy	+174	New	+$41.5K	0.02%	220
2021 Q4	–	Sell	-174	Closed	-$43K	–	342
2021 Q3	$43K	Hold	174	–	–	0.02%	218
2021 Q2	$42K	Hold	174	–	–	0.02%	222
2021 Q1	$43K	Hold	174	–	–	0.02%	214
2020 Q4	$42K	Buy	+174	New	+$39.1K	0.02%	201

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

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

SGA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jackson Grant Investment Advisers's WDAY Position: Q3 2022 in Review

Jackson Grant Investment Advisers sold out of Workday (WDAY) in Q3 2022, closing a stake of 174 shares — an estimated $24K sold.

Jackson Grant Investment Advisers first reported a position in WDAY in Q4 2020 and held it in 6 quarters. The position peaked at $43K in Q3 2021. 786 funds tracked by Wall St. Rank hold WDAY as of Q3 2022.

Jackson Grant Investment Advisers reported no remaining Workday position as of Q3 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 174 Workday shares in Q3 2022, an estimated $24K.
Jackson Grant Investment Advisers first reported a position in Workday in Q4 2020 and held it in 6 quarters.
Jackson Grant Investment Advisers's Workday position peaked at $43K in Q3 2021.
786 funds tracked by Wall St. Rank held Workday as of Q3 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.