Operose Advisors’s Workday WDAY Stock Holding History

Operose Advisors’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 Q4	–	Sell	-50	Closed	-$10.7K	–	738
2023 Q3	$10.7K	Hold	50	–	–	﹤0.01%	571
2023 Q2	$11.3K	Sell	50 -15	-23%	-$3K	0.01%	273
2023 Q1	$13.4K	Buy	+65	New	+$11.8K	0.01%	250

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Operose Advisors's WDAY Position: Q4 2023 in Review

Operose Advisors sold out of Workday (WDAY) in Q4 2023, closing a stake of 50 shares — an estimated $10.7K sold.

Operose Advisors first reported a position in WDAY in Q1 2023 and held it in 3 quarters. The position peaked at $13.4K in Q1 2023. 1,052 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

Operose Advisors reported no remaining Workday position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 50 Workday shares in Q4 2023, an estimated $10.7K.
Operose Advisors first reported a position in Workday in Q1 2023 and held it in 3 quarters.
Operose Advisors's Workday position peaked at $13.4K in Q1 2023.
1,052 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.