Steward Financial Group’s Workday WDAY Stock Holding History

Steward Financial Group’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 Q3	$6K	Buy	+32	New	+$7.42K	﹤0.01%	577
2023 Q2	–	Sell	-12	Closed	-$2K	–	1003
2023 Q1	$2K	Buy	12 +4	+50%	+$728	﹤0.01%	546
2022 Q4	$1K	Buy	+8	New	+$1.25K	﹤0.01%	490
2022 Q3	–	Sell	-9	Closed	-$1K	–	1311
2022 Q2	$1K	Buy	+9	New	+$1.64K	﹤0.01%	895

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Steward Financial Group's WDAY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Workday (WDAY) in Q3 2023: 32 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WDAY as recently as Q1 2023.

Steward Financial Group first reported a position in WDAY in Q2 2022 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Steward Financial Group held 32 shares of Workday worth $6K as of Q3 2023.
Workday was a new Steward Financial Group position in Q3 2023.
Workday made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #577 holding.
Steward Financial Group first reported a position in Workday in Q2 2022 and has held it in 4 quarters since.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.