Bank of Montreal
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Bank of Montreal’s Workhorse Group WKHS Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-47
Closed -$33.3K – 4283
2024
Q1 		$33.3K Hold
47
– – ﹤0.01% 3540
2023
Q4 		$53.3K Hold
47
– – ﹤0.01% 3544
2023
Q3 		$84.6K Buy
+47
New +$121K ﹤0.01% 3321
2023
Q2 		– Sell
-8
Closed -$34.2K – 4328
2023
Q1 		$34.2K Sell
8
-7
-47% -$38.6K ﹤0.01% 3432
2022
Q4 		$67.6K Buy
+15
New +$103K ﹤0.01% 3466
2022
Q1 		– Sell
-85
Closed -$1.17M – 4302
2021
Q4 		$1.17M Buy
+85
New +$1.55M ﹤0.01% 1848
2021
Q3 		– Sell
-8
Closed -$405K – 3966
2021
Q2 		$405K Sell
8
-6
-43% -$222K ﹤0.01% 2935
2021
Q1 		$575K Sell
14
-19
-58% -$1.36M ﹤0.01% 2554
2020
Q4 		$2.53M Sell
33
-3
-8% -$195K ﹤0.01% 1717
2020
Q3 		$2.62M Buy
36
+20
+125% +$1.14M ﹤0.01% 1556
2020
Q2 		$772K Sell
16
-2
-11% -$21.7K ﹤0.01% 2055
2020
Q1 		$92K Buy
18
+7
+64% +$60.2K ﹤0.01% 2631
2019
Q4 		$101K Buy
11
+2
+22% +$18.4K ﹤0.01% 3486
2019
Q3 		$98K Buy
9
+6
+200% +$64.3K ﹤0.01% 3315
2019
Q2 		$29K Buy
+3
New +$13.9K ﹤0.01% 3960
2017
Q1 		– Hold
0
– -$5K – 4209
2016
Q4 		– Hold
0
– – – 3755
2016
Q3 		– Hold
0
– – – 3710

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Bank of Montreal's WKHS Position: Q2 2024 in Review

Bank of Montreal sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 47 shares — an estimated $33.3K sold.

Bank of Montreal first reported a position in WKHS in Q2 2019 and held it in 15 quarters. The position peaked at $2.62M in Q3 2020. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Bank of Montreal reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 47 Workhorse Group shares in Q2 2024, an estimated $33.3K.
  • Bank of Montreal first reported a position in Workhorse Group in Q2 2019 and held it in 15 quarters.
  • Bank of Montreal's Workhorse Group position peaked at $2.62M in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.