Schroder Investment Management Group
WK icon

Schroder Investment Management Group’s Workiva WK Stock Holding History

Schroder Investment Management 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
Q3 		– Sell
-7,528
Closed -$553K – 1272
2024
Q2 		$553K Sell
7,528
-332
-4% -$26.1K ﹤0.01% 1092
2024
Q1 		$667K Buy
7,860
+2,672
+52% +$241K ﹤0.01% 1079
2023
Q4 		$540K Buy
5,188
+461
+10% +$44.5K ﹤0.01% 1085
2023
Q3 		$476K Sell
4,727
-274
-5% -$28.5K ﹤0.01% 1105
2023
Q2 		$496K Buy
+5,001
New +$481K ﹤0.01% 1128
2022
Q4 		– Sell
-8,013
Closed -$610K – 1329
2022
Q3 		$610K Buy
+8,013
New +$547K ﹤0.01% 1107

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Schroder Investment Management Group's WK Position: Q3 2024 in Review

Schroder Investment Management Group sold out of Workiva (WK) in Q3 2024, closing a stake of 7,528 shares — an estimated $553K sold.

Schroder Investment Management Group first reported a position in WK in Q3 2022 and held it in 6 quarters. The position peaked at $667K in Q1 2024. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Schroder Investment Management Group reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 7,528 Workiva shares in Q3 2024, an estimated $553K.
  • Schroder Investment Management Group first reported a position in Workiva in Q3 2022 and held it in 6 quarters.
  • Schroder Investment Management Group's Workiva position peaked at $667K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.