Squar Milner Financial Services’s Workday WDAY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-9	Closed	-$1K	–	725
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	745
2019 Q4	$1K	Buy	+9	New	+$1.49K	﹤0.01%	811
2019 Q3	–	Sell	-13	Closed	-$3K	–	721
2019 Q2	$3K	Hold	13	–	–	﹤0.01%	697
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	787
2018 Q4	$2K	Hold	13	–	–	﹤0.01%	700
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	729
2018 Q2	$2K	Buy	+13	New	+$1.67K	﹤0.01%	814

Other funds holding WDAY

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Squar Milner Financial Services's WDAY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Workday (WDAY) in Q2 2020, closing a stake of 9 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in WDAY in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 656 funds tracked by Wall St. Rank hold WDAY as of Q2 2020.

Squar Milner Financial Services reported no remaining Workday position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9 Workday shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Workday in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Workday position peaked at $3K in Q2 2019.
656 funds tracked by Wall St. Rank held Workday as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.