Amalgamated Bank’s Workhorse Group WKHS Stock Holding History

Amalgamated Bank’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	2983
2024 Q3	–	Hold	0	–	–	–	2996
2024 Q2	–	Sell	-2	Closed	-$1.05K	–	3116
2024 Q1	$1K	Sell	2 -3	-60%	-$2.59K	﹤0.01%	2939
2023 Q4	$5K	Hold	5	–	–	﹤0.01%	2949
2023 Q3	$7K	Hold	5	–	–	﹤0.01%	2951
2023 Q2	$14K	Sell	5 -2	-29%	-$5.77K	﹤0.01%	2894
2023 Q1	$28K	Sell	7 -1	-13%	-$5.52K	﹤0.01%	2527
2022 Q4	$36K	Hold	8	–	–	﹤0.01%	2566
2022 Q3	$69K	Hold	8	–	–	﹤0.01%	2324
2022 Q2	$60K	Buy	8 +2	+33%	+$18.9K	﹤0.01%	2392
2022 Q1	$88K	Buy	6 +1	+20%	+$11K	﹤0.01%	2244
2021 Q4	$71K	Sell	5 -1	-17%	-$18.2K	﹤0.01%	2092
2021 Q3	$127K	Hold	6	–	–	﹤0.01%	2054
2021 Q2	$297K	Buy	+6	New	+$222K	﹤0.01%	1891
2020 Q4	–	Sell	-3	Closed	-$206K	–	1600
2020 Q3	$206K	Buy	+3	New	+$172K	0.01%	1308

Other funds holding WKHS

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return