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Sculptor Capital’s Workiva WK Stock Holding History

Sculptor Capital’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
2023
Q4 		– Sell
-34,576
Closed -$3.5M – 406
2023
Q3 		$3.5M Sell
34,576
-621,924
-95% -$64.6M 0.07% 117
2023
Q2 		$66.7M Buy
656,500
+316,200
+93% +$30.4M 1.32% 20
2023
Q1 		$34.9M Buy
+340,300
New +$30.8M 0.78% 27

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Sculptor Capital's WK Position: Q4 2023 in Review

Sculptor Capital sold out of Workiva (WK) in Q4 2023, closing a stake of 34,576 shares — an estimated $3.5M sold.

Sculptor Capital first reported a position in WK in Q1 2023 and held it in 3 quarters. The position peaked at $66.7M in Q2 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

  • Sculptor Capital reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
  • Sculptor Capital sold 34,576 Workiva shares in Q4 2023, an estimated $3.5M.
  • Sculptor Capital first reported a position in Workiva in Q1 2023 and held it in 3 quarters.
  • Sculptor Capital's Workiva position peaked at $66.7M in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Sculptor Capital's 13F filing for Q4 2023, filed 14 Feb 2024.