LF
WDAY icon

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 – 732
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Lee Financial's WDAY Position: Q1 2024 in Review

Lee Financial sold out of Workday (WDAY) in Q1 2024, closing a stake of 9 shares — an estimated $2.48K sold.

Lee Financial first reported a position in WDAY in Q1 2018 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

  • Lee Financial reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 9 Workday shares in Q1 2024, an estimated $2.48K.
  • Lee Financial first reported a position in Workday in Q1 2018 and held it in 12 quarters.
  • Lee Financial's Workday position peaked at $14K in Q4 2021.
  • 1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.