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 – 518
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 $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lenox Wealth Management's WDAY Position: Q1 2020 in Review

Lenox Wealth Management sold out of Workday (WDAY) in Q1 2020, closing a stake of 155 shares — an estimated $25K sold.

Lenox Wealth Management first reported a position in WDAY in Q2 2017 and held it in 9 quarters. The position peaked at $26K in Q2 2019. 570 funds tracked by Wall St. Rank hold WDAY as of Q1 2020.

  • Lenox Wealth Management reported no remaining Workday position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 155 Workday shares in Q1 2020, an estimated $25K.
  • Lenox Wealth Management first reported a position in Workday in Q2 2017 and held it in 9 quarters.
  • Lenox Wealth Management's Workday position peaked at $26K in Q2 2019.
  • 570 funds tracked by Wall St. Rank held Workday as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.