L.J. Altfest & Co’s Workday WDAY Stock Holding History

L.J. Altfest & Co’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 Q2	–	Sell	-1,211	Closed	-$250K	–	306
2023 Q1	$250K	Buy	1,211 +9	+0.7%	+$1.64K	0.04%	248
2022 Q4	$201K	Buy	+1,202	New	+$187K	0.03%	249

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

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

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

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

SGA

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

Norges Bank Oslo, Norway $1T AUM

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

L.J. Altfest & Co's WDAY Position: Q2 2023 in Review

L.J. Altfest & Co sold out of Workday (WDAY) in Q2 2023, closing a stake of 1,211 shares — an estimated $250K sold.

L.J. Altfest & Co first reported a position in WDAY in Q4 2022 and held it in 2 quarters. The position peaked at $250K in Q1 2023. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

L.J. Altfest & Co reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
L.J. Altfest & Co sold 1,211 Workday shares in Q2 2023, an estimated $250K.
L.J. Altfest & Co first reported a position in Workday in Q4 2022 and held it in 2 quarters.
L.J. Altfest & Co's Workday position peaked at $250K in Q1 2023.
897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on L.J. Altfest & Co's 13F filing for Q2 2023, filed 9 Aug 2023.