Kelly Financial Services’s Workday WDAY Stock Holding History

Kelly Financial Services’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	-423	Closed	-$94.6K	–	761
2024 Q2	$94.6K	Buy	423 +40	+10%	+$9.63K	0.03%	159
2024 Q1	$104K	Buy	383 +100	+35%	+$28.5K	0.04%	146
2023 Q4	$78.1K	Buy	283 +23	+9%	+$5.48K	0.03%	162
2023 Q3	$55.9K	Sell	260 -5	-2%	-$1.16K	0.03%	170
2023 Q2	$59.9K	Buy	265 +23	+10%	+$4.61K	0.03%	167
2023 Q1	$50K	Buy	242 +10	+4%	+$1.82K	0.03%	182
2022 Q4	$38.8K	Buy	232 +60	+35%	+$9.36K	0.02%	201
2022 Q3	$26.2K	Sell	172 -9	-5%	-$1.41K	0.02%	224
2022 Q2	$25.3K	Buy	181 +33	+22%	+$6K	0.01%	231
2022 Q1	$35.4K	Sell	148 -17	-10%	-$4.05K	0.02%	216
2021 Q4	$45.1K	Buy	165 +71	+76%	+$19.7K	0.02%	189
2021 Q3	$23.5K	Sell	94 -17,812	-99%	-$4.41M	0.01%	238
2021 Q2	$75K	Buy	17,906 +17,894	+149,117%	+$4.3M	﹤0.01%	410
2021 Q1	$2.98K	Sell	12 -1	-8%	-$247	﹤0.01%	465
2020 Q4	$3.12K	Buy	+13	New	+$2.92K	﹤0.01%	422

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Janus Henderson Group

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

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