Okabena Investment Services’s Workday WDAY Stock Holding History

Okabena Investment Services’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
2024 Q1	–	Sell	-2,559	Closed	-$706K	–	104
2023 Q4	$706K	Sell	2,559 -479	-16%	-$114K	0.28%	71
2023 Q3	$653K	Sell	3,038 -1,883	-38%	-$437K	0.51%	47
2023 Q2	$1.11M	Sell	4,921 -599	-11%	-$120K	0.81%	32
2023 Q1	$1.14M	Sell	5,520 -811	-13%	-$148K	0.8%	37
2022 Q4	$1.06M	Sell	6,331 -460	-7%	-$71.7K	0.7%	43
2022 Q3	$1.03M	Buy	6,791 +680	+11%	+$106K	0.5%	57
2022 Q2	$853K	Buy	6,111 +1,254	+26%	+$228K	0.44%	57
2022 Q1	$1.16M	Buy	4,857 +1,170	+32%	+$279K	0.49%	54
2021 Q4	$1.01M	Buy	+3,687	New	+$1.02M	0.38%	64

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Okabena Investment Services's WDAY Position: Q1 2024 in Review

Okabena Investment Services sold out of Workday (WDAY) in Q1 2024, closing a stake of 2,559 shares — an estimated $706K sold.

Okabena Investment Services first reported a position in WDAY in Q4 2021 and held it in 9 quarters. The position peaked at $1.16M in Q1 2022. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Okabena Investment Services reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Okabena Investment Services sold 2,559 Workday shares in Q1 2024, an estimated $706K.
Okabena Investment Services first reported a position in Workday in Q4 2021 and held it in 9 quarters.
Okabena Investment Services's Workday position peaked at $1.16M in Q1 2022.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Okabena Investment Services's 13F filing for Q1 2024, filed 13 May 2024.