Unisphere Establishment’s Workiva WK Stock Holding History

Unisphere Establishment’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
2024 Q1	–	Sell	-60,500	Closed	-$6.14M	–	77
2023 Q4	$6.14M	Buy	+60,500	New	+$5.83M	0.06%	52

Other funds holding WK

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Unisphere Establishment's WK Position: Q1 2024 in Review

Unisphere Establishment sold out of Workiva (WK) in Q1 2024, closing a stake of 60,500 shares — an estimated $6.14M sold.

Unisphere Establishment first reported a position in WK in Q4 2023 and held it in 1 quarter. The position peaked at $6.14M in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

Unisphere Establishment reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
Unisphere Establishment sold 60,500 Workiva shares in Q1 2024, an estimated $6.14M.
Unisphere Establishment first reported a position in Workiva in Q4 2023 and held it in 1 quarter.
Unisphere Establishment's Workiva position peaked at $6.14M in Q4 2023.
303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Unisphere Establishment's 13F filing for Q1 2024, filed 13 May 2024.