Balyasny Asset Management
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Balyasny Asset Management’s Workhorse Group WKHS Stock Holding History

Balyasny Asset Management’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
2021
Q2 		– Sell
-88
Closed -$3.62M – 2402
2021
Q1 		$3.62M Buy
88
+50
+132% +$3.59M 0.02% 818
2020
Q4 		$2.23M Buy
+38
New +$2.47M 0.01% 855

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Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Balyasny Asset Management's WKHS Position: Q4 2023 in Review

Balyasny Asset Management sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 105 shares — an estimated $130K sold.

Balyasny Asset Management first reported a position in WKHS in Q3 2017 and held it in 9 quarters. The position peaked at $897K in Q4 2020. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Balyasny Asset Management reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Balyasny Asset Management sold 105 Workhorse Group shares in Q4 2023, an estimated $130K.
  • Balyasny Asset Management first reported a position in Workhorse Group in Q3 2017 and held it in 9 quarters.
  • Balyasny Asset Management's Workhorse Group position peaked at $897K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.