Waterloo Capital’s Workday WDAY Stock Holding History

Waterloo Capital’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 Q2	–	Sell	-1,157	Closed	-$239K	–	256
2023 Q1	$239K	Buy	+1,157	New	+$211K	0.07%	162

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Waterloo Capital's WDAY Position: Q2 2023 in Review

Waterloo Capital sold out of Workday (WDAY) in Q2 2023, closing a stake of 1,157 shares — an estimated $239K sold.

Waterloo Capital first reported a position in WDAY in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

Waterloo Capital reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
Waterloo Capital sold 1,157 Workday shares in Q2 2023, an estimated $239K.
Waterloo Capital first reported a position in Workday in Q1 2023 and held it in 1 quarter.
Waterloo Capital's Workday position peaked at $239K in Q1 2023.
897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on Waterloo Capital's 13F filing for Q2 2023, filed 11 Aug 2023.