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Stonnington Group’s Workiva WK Stock Holding History

Stonnington 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
2023
Q1 		$486K Sell
5,000
-1,000
-17% -$90.6K 0.13% 153
2022
Q4 		$517K Buy
+6,000
New +$465K 0.14% 129

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stonnington Group's WK Position: Q1 2023 in Review

Stonnington Group reduced its Workiva (WK) stake by 17% in Q1 2023, selling an estimated $90.6K and leaving 5,000 shares worth $486K. The position accounts for 0.13% of the portfolio, ranked #153.

Stonnington Group first reported a position in WK in Q4 2022 and has held it in 2 quarters since. The position peaked at $517K in Q4 2022. 310 funds tracked by Wall St. Rank hold WK as of Q1 2023.

  • Stonnington Group held 5,000 shares of Workiva worth $486K as of Q1 2023.
  • Stonnington Group sold 1,000 Workiva shares in Q1 2023, an estimated $90.6K.
  • Workiva made up 0.13% of Stonnington Group's portfolio in Q1 2023, its #153 holding.
  • Stonnington Group first reported a position in Workiva in Q4 2022 and has held it in 2 quarters since.
  • Stonnington Group's Workiva position peaked at $517K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Workiva as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.