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 – 4284
2024
Q1 		$33.3K Hold
47
– – ﹤0.01% 3541
2023
Q4 		$53.3K Hold
47
– – ﹤0.01% 3545
2023
Q3 		$84.6K Buy
+47
New +$121K ﹤0.01% 3322
2023
Q1 		– Hold
0
– -$153 – 4226
2022
Q4 		– Hold
0
– – – 3920
2021
Q1 		– Sell
-8
Closed -$644K – 5374
2020
Q4 		$644K Buy
+8
New +$520K ﹤0.01% 2561
2020
Q3 		– Hold
0
– – – 4454

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 $6.73T AUM 46.02% 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.