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Lebenthal Global Advisors’s Workday WDAY Stock Holding History

Lebenthal Global Advisors’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
Q4 		– Sell
-1,064
Closed -$260K – 213
2024
Q3 		$260K Sell
1,064
-16
-1% -$3.78K 0.05% 167
2024
Q2 		$241K Buy
1,080
+24
+2% +$5.78K 0.05% 169
2024
Q1 		$288K Sell
1,056
-17
-2% -$4.84K 0.06% 162
2023
Q4 		$296K Buy
+1,073
New +$255K 0.07% 156

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lebenthal Global Advisors's WDAY Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of Workday (WDAY) in Q4 2024, closing a stake of 1,064 shares — an estimated $260K sold.

Lebenthal Global Advisors first reported a position in WDAY in Q4 2023 and held it in 4 quarters. The position peaked at $296K in Q4 2023. 1,133 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Lebenthal Global Advisors reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,064 Workday shares in Q4 2024, an estimated $260K.
  • Lebenthal Global Advisors first reported a position in Workday in Q4 2023 and held it in 4 quarters.
  • Lebenthal Global Advisors's Workday position peaked at $296K in Q4 2023.
  • 1,133 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.