Simplicity Solutions’s Workday WDAY Stock Holding History

Simplicity Solutions’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	$899K	Buy	3,255 +96	+3%	+$22.9K	0.02%	468
2023 Q3	$679K	Sell	3,159 -354	-10%	-$82.1K	0.02%	523
2023 Q2	$793K	Buy	3,513 +315	+10%	+$63.1K	0.02%	531
2023 Q1	$660K	Buy	3,198 +1,543	+93%	+$281K	0.02%	608
2022 Q4	$277K	Buy	+1,655	New	+$258K	0.04%	507
2022 Q2	–	Sell	-959	Closed	-$230K	–	707
2022 Q1	$230K	Sell	959 -969	-50%	-$231K	0.03%	564
2021 Q4	$526K	Buy	1,928 +1,034	+116%	+$287K	0.06%	379
2021 Q3	$223K	Buy	+894	New	+$221K	0.03%	529
2021 Q1	–	Sell	-18,839	Closed	-$4.51M	–	984
2020 Q4	$4.51M	Buy	18,839 +5,079	+37%	+$1.14M	0.07%	249
2020 Q3	$2.96M	Buy	13,760 +4,179	+44%	+$827K	0.05%	264
2020 Q2	$1.79M	Buy	9,581 +6,303	+192%	+$1.02M	0.04%	329
2020 Q1	$427K	Buy	3,278 +1,922	+142%	+$324K	0.01%	529
2019 Q4	$223K	Buy	+1,356	New	+$225K	0.01%	767

Other funds holding WDAY

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Simplicity Solutions's WDAY Position: Q4 2023 in Review

Simplicity Solutions increased its Workday (WDAY) stake by 3% in Q4 2023, buying an estimated $22.9K and bringing the position to 3,255 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #468.

Simplicity Solutions first reported a position in WDAY in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.51M in Q4 2020. 1,051 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

Simplicity Solutions held 3,255 shares of Workday worth $899K as of Q4 2023.
Simplicity Solutions bought 96 Workday shares in Q4 2023, an estimated $22.9K.
Workday made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #468 holding.
Simplicity Solutions first reported a position in Workday in Q4 2019 and has held it in 13 quarters since.
Simplicity Solutions's Workday position peaked at $4.51M in Q4 2020.
1,051 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.