Roundview Capital’s Workday WDAY Stock Holding History

Roundview Capital’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
2021 Q1	–	Sell	-1,321	Closed	-$317K	–	271
2020 Q4	$317K	Hold	1,321	–	–	0.04%	220
2020 Q3	$284K	Sell	1,321 -469	-26%	-$92.8K	0.04%	217
2020 Q2	$335K	Buy	+1,790	New	+$289K	0.06%	204

Other funds holding WDAY

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roundview Capital's WDAY Position: Q1 2021 in Review

Roundview Capital sold out of Workday (WDAY) in Q1 2021, closing a stake of 1,321 shares — an estimated $317K sold.

Roundview Capital first reported a position in WDAY in Q2 2020 and held it in 3 quarters. The position peaked at $335K in Q2 2020. 792 funds tracked by Wall St. Rank hold WDAY as of Q1 2021.

Roundview Capital reported no remaining Workday position as of Q1 2021 after selling out during the quarter.
Roundview Capital sold 1,321 Workday shares in Q1 2021, an estimated $317K.
Roundview Capital first reported a position in Workday in Q2 2020 and held it in 3 quarters.
Roundview Capital's Workday position peaked at $335K in Q2 2020.
792 funds tracked by Wall St. Rank held Workday as of Q1 2021.

Based on Roundview Capital's 13F filing for Q1 2021, filed 14 May 2021.