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Neuberger Berman Group’s
Workiva
WK
Stock Holding History
Neuberger Berman Group’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
2024
Q1
–
Sell
-2,342
Closed
-$238K
–
1934
2023
Q4
$238K
Buy
2,342
+14
+0.6%
+$1.35K
﹤0.01%
1718
2023
Q3
$236K
Sell
2,328
-43
-2%
-$4.47K
﹤0.01%
1657
2023
Q2
$241K
Sell
2,371
-519
-18%
-$49.9K
﹤0.01%
1658
2023
Q1
$296K
Buy
+2,890
New
+$262K
﹤0.01%
1600
2022
Q2
–
Sell
-2,298
Closed
-$272K
–
1952
2022
Q1
$272K
Buy
2,298
+57
+3%
+$6.3K
﹤0.01%
1733
2021
Q4
$251K
Buy
2,241
+285
+15%
+$40.2K
﹤0.01%
1770
2021
Q3
$276K
Buy
1,956
+4
+0.2%
+$542
﹤0.01%
1627
2021
Q2
$217K
Buy
+1,952
New
+$190K
﹤0.01%
1696
Other funds holding WK
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
RP
Riverbridge Partners
Minneapolis, Minnesota
$3.58B AUM
4.02%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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