Morton Brown Family Wealth’s Workday WDAY Stock Holding History

Morton Brown Family Wealth’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
2023 Q2	–	Sell	-5	Closed	-$1.03K	–	292
2023 Q1	$1.03K	Buy	+5	New	+$910	﹤0.01%	263

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Morton Brown Family Wealth's WDAY Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Workday (WDAY) in Q2 2023, closing a stake of 5 shares — an estimated $1.03K sold.

Morton Brown Family Wealth first reported a position in WDAY in Q1 2023 and held it in 1 quarter. The position peaked at $1.03K in Q1 2023. 898 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

Morton Brown Family Wealth reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 5 Workday shares in Q2 2023, an estimated $1.03K.
Morton Brown Family Wealth first reported a position in Workday in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Workday position peaked at $1.03K in Q1 2023.
898 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.