LWM
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Lenox Wealth Management’s Workday WDAY Stock Holding History

Lenox Wealth Management’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
2020
Q1 		– Sell
-155
Closed -$25K – 777
2019
Q4 		$25K Buy
155
+22
+17% +$3.65K 0.01% 340
2019
Q3 		$22K Buy
133
+3
+2% +$579 0.01% 352
2019
Q2 		$26K Sell
130
-5
-4% -$1.01K 0.01% 318
2019
Q1 		$26K Sell
135
-13
-9% -$2.36K 0.01% 318
2018
Q4 		$24K Sell
148
-519
-78% -$73.5K 0.01% 271
2018
Q3 		$1K Buy
667
+518
+348% +$72K ﹤0.01% 622
2018
Q2 		$18K Buy
+149
New +$19.1K 0.01% 308
2017
Q4 		– Sell
-221
Closed -$23K – 519
2017
Q3 		$23K Buy
221
+35
+19% +$3.61K 0.01% 308
2017
Q2 		$18K Buy
+186
New +$17.4K 0.01% 324

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return