Sargent Bickham Lagudis’s Workday WDAY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$8.53K	Sell	51 -279	-85%	-$43.5K	﹤0.01%	752
2022 Q3	$50K	Sell	330 -6	-2%	-$939	﹤0.01%	414
2022 Q2	$47K	Sell	336 -71	-17%	-$12.9K	﹤0.01%	439
2022 Q1	$97K	Sell	407 -71	-15%	-$16.9K	0.01%	338
2021 Q4	$131K	Hold	478	–	–	0.01%	301
2021 Q3	$119K	Sell	478 -35	-7%	-$8.67K	0.01%	309
2021 Q2	$122K	Buy	513 +24	+5%	+$5.77K	0.01%	318
2021 Q1	$121K	Sell	489 -28	-5%	-$6.92K	0.01%	312
2020 Q4	$124K	Buy	517 +46	+10%	+$10.3K	0.01%	300
2020 Q3	$101K	Buy	471 +122	+35%	+$24.1K	0.01%	292
2020 Q2	$65K	Buy	349 +304	+676%	+$49.1K	0.01%	327
2020 Q1	$6K	Hold	45	–	–	﹤0.01%	631
2019 Q4	$7K	Hold	45	–	–	﹤0.01%	662
2019 Q3	$8K	Sell	45 -300	-87%	-$57.9K	﹤0.01%	593
2019 Q2	$71K	Hold	345	–	–	0.01%	321
2019 Q1	$67K	Buy	+345	New	+$62.7K	0.01%	333
2018 Q4	–	Sell	-46	Closed	-$7K	–	805
2018 Q3	$7K	Hold	46	–	–	﹤0.01%	658
2018 Q2	$6K	Hold	46	–	–	﹤0.01%	656
2018 Q1	$6K	Hold	46	–	–	﹤0.01%	656
2017 Q4	$5K	Hold	46	–	–	﹤0.01%	692
2017 Q3	$5K	Buy	+46	New	+$4.75K	﹤0.01%	700

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Sargent Bickham Lagudis's WDAY Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Workday (WDAY) stake by 85% in Q4 2022, selling an estimated $43.5K and leaving 51 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Sargent Bickham Lagudis first reported a position in WDAY in Q3 2017 and has held it in 21 quarters since. The position peaked at $131K in Q4 2021. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

Sargent Bickham Lagudis held 51 shares of Workday worth $8.53K as of Q4 2022.
Sargent Bickham Lagudis sold 279 Workday shares in Q4 2022, an estimated $43.5K.
Workday made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #752 holding.
Sargent Bickham Lagudis first reported a position in Workday in Q3 2017 and has held it in 21 quarters since.
Sargent Bickham Lagudis's Workday position peaked at $131K in Q4 2021.
805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.