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M&G Investment Management’s Workiva WK Stock Holding History

M&G Investment Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,881
Closed -$1.4M – 481
2022
Q1 		$1.4M Hold
11,881
– – ﹤0.01% 341
2021
Q4 		$1.54M Sell
11,881
-4,689
-28% -$661K ﹤0.01% 331
2021
Q3 		$2.34M Sell
16,570
-821
-5% -$111K 0.01% 497
2021
Q2 		$1.93M Buy
17,391
+13,246
+320% +$1.29M ﹤0.01% 512
2021
Q1 		$365K Buy
+4,145
New +$410K ﹤0.01% 392

Other funds holding WK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

M&G Investment Management's WK Position: Q2 2022 in Review

M&G Investment Management sold out of Workiva (WK) in Q2 2022, closing a stake of 11,881 shares — an estimated $1.4M sold.

M&G Investment Management first reported a position in WK in Q1 2021 and held it in 5 quarters. The position peaked at $2.34M in Q3 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • M&G Investment Management reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • M&G Investment Management sold 11,881 Workiva shares in Q2 2022, an estimated $1.4M.
  • M&G Investment Management first reported a position in Workiva in Q1 2021 and held it in 5 quarters.
  • M&G Investment Management's Workiva position peaked at $2.34M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on M&G Investment Management's 13F filing for Q2 2022, filed 25 Aug 2022.