Bank Julius Baer & Co
WKHS icon

Bank Julius Baer & Co’s Workhorse Group WKHS Stock Holding History

Bank Julius Baer & Co’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
Q3 		– Hold
0
– -$17K – 868
2021
Q2 		– Hold
0
– – – 764
2021
Q1 		– Sell
-5
Closed -$359K – 767
2020
Q4 		$305K Buy
+5
New +$325K ﹤0.01% 509

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank Julius Baer & Co's WKHS Position: Q3 2021 in Review

Bank Julius Baer & Co held its Workhorse Group (WKHS) position steady in Q3 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Bank Julius Baer & Co first reported a position in WKHS in Q4 2020 and has held it in 1 quarter since. The position peaked at $305K in Q4 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q3 2021.

  • Bank Julius Baer & Co held 0 shares of Workhorse Group worth $0 as of Q3 2021.
  • Bank Julius Baer & Co left its Workhorse Group share count unchanged in Q3 2021.
  • Workhorse Group made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q3 2021, its #868 holding.
  • Bank Julius Baer & Co first reported a position in Workhorse Group in Q4 2020 and has held it in 1 quarter since.
  • Bank Julius Baer & Co's Workhorse Group position peaked at $305K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.