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McElhenny Sheffield Capital Management’s Workday WDAY Stock Holding History

McElhenny Sheffield Capital 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
2022
Q4 		– Sell
-2,300
Closed -$350K – 659
2022
Q3 		$350K Buy
+2,300
New +$360K 0.27% 56

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Baillie Gifford & Co
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McElhenny Sheffield Capital Management's WDAY Position: Q4 2022 in Review

McElhenny Sheffield Capital Management sold out of Workday (WDAY) in Q4 2022, closing a stake of 2,300 shares — an estimated $350K sold.

McElhenny Sheffield Capital Management first reported a position in WDAY in Q3 2022 and held it in 1 quarter. The position peaked at $350K in Q3 2022. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

  • McElhenny Sheffield Capital Management reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2,300 Workday shares in Q4 2022, an estimated $350K.
  • McElhenny Sheffield Capital Management first reported a position in Workday in Q3 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Workday position peaked at $350K in Q3 2022.
  • 805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2022, filed 11 Jan 2023.