WEO
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William E. Oberndorf’s Workiva WK Stock Holding History

William E. Oberndorf’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
2019
Q1 		– Sell
-705,623
Closed -$25.3M – 8
2018
Q4 		$25.3M Sell
705,623
-481,841
-41% -$16.9M 16.01% 3
2018
Q3 		$46.9M Sell
1,187,464
-387,700
-25% -$12.1M 27.06% 2
2018
Q2 		$38.4M Sell
1,575,164
-194,220
-11% -$4.89M 32.04% 2
2018
Q1 		$41.9M Sell
1,769,384
-600,000
-25% -$13.8M 38.92% 1
2017
Q4 		$50.7M Hold
2,369,384
– – 41.35% 1
2017
Q3 		$49.4M Hold
2,369,384
– – 38.83% 1
2017
Q2 		$45.1M Hold
2,369,384
– – 46.01% 1
2017
Q1 		$37.1M Buy
2,369,384
+662,408
+39% +$9.31M 41.46% 1
2016
Q4 		$23.3M Buy
+1,706,976
New +$26.2M 27.63% 2

Other funds holding WK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return