Surevest’s Workday WDAY Stock Holding History

Surevest’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
2022 Q3	$24K	Hold	158	–	–	0.01%	231
2022 Q2	$22K	Hold	158	–	–	0.01%	257
2022 Q1	$38K	Hold	158	–	–	0.01%	201
2021 Q4	$43K	Buy	+158	New	+$43.9K	0.01%	199

Other funds holding WDAY

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Surevest's WDAY Position: Q3 2022 in Review

Surevest held its Workday (WDAY) position steady in Q3 2022 at 158 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #231.

Surevest first reported a position in WDAY in Q4 2021 and has held it in 4 quarters since. The position peaked at $43K in Q4 2021. 785 funds tracked by Wall St. Rank hold WDAY as of Q3 2022.

Surevest held 158 shares of Workday worth $24K as of Q3 2022.
Surevest left its Workday share count unchanged in Q3 2022.
Workday made up 0.01% of Surevest's portfolio in Q3 2022, its #231 holding.
Surevest first reported a position in Workday in Q4 2021 and has held it in 4 quarters since.
Surevest's Workday position peaked at $43K in Q4 2021.
785 funds tracked by Wall St. Rank held Workday as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.