Lee Financial’s Workday WDAY Stock Holding History

Lee Financial’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 Q1	–	Sell	-9	Closed	-$2.48K	–	817
2023 Q4	$2.48K	Hold	9	–	–	﹤0.01%	699
2023 Q3	$1.93K	Hold	9	–	–	﹤0.01%	691
2023 Q2	$2.03K	Hold	9	–	–	﹤0.01%	659
2023 Q1	$1.86K	Buy	+9	New	+$1.64K	﹤0.01%	683
2022 Q4	–	Sell	-11	Closed	-$2K	–	995
2022 Q3	$2K	Buy	11 +10	+1,000%	+$1.56K	﹤0.01%	716
2022 Q2	$0	Sell	1 -11	-92%	-$2K	﹤0.01%	1016
2022 Q1	$3K	Sell	12 -39	-76%	-$9.29K	﹤0.01%	598
2021 Q4	$14K	Buy	51 +39	+325%	+$10.8K	﹤0.01%	435
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	573
2021 Q2	$3K	Buy	+12	New	+$2.89K	﹤0.01%	533
2018 Q3	–	Sell	-32	Closed	-$4K	–	734
2018 Q2	$4K	Sell	32 -4	-11%	-$512	﹤0.01%	664
2018 Q1	$5K	Buy	+36	New	+$4.4K	﹤0.01%	626

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return