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Burleson & Co’s Workhorse Group WKHS Stock Holding History

Burleson & 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
2022
Q1 		– Hold
0
– – – 463
2021
Q4 		– Hold
0
– – – 401
2021
Q3 		– Hold
0
– – – 405
2021
Q2 		– Hold
0
– – – 410
2021
Q1 		– Sell
-7
Closed -$503K – 381
2020
Q4 		$435K Buy
+7
New +$455K 0.08% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Burleson & Co's WKHS Position: Q1 2022 in Review

Burleson & Co held its Workhorse Group (WKHS) position steady in Q1 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Burleson & Co first reported a position in WKHS in Q4 2020 and has held it in 1 quarter since. The position peaked at $435K in Q4 2020. 154 funds tracked by Wall St. Rank hold WKHS as of Q1 2022.

  • Burleson & Co held 0 shares of Workhorse Group worth $0 as of Q1 2022.
  • Burleson & Co left its Workhorse Group share count unchanged in Q1 2022.
  • Workhorse Group made up ﹤0.01% of Burleson & Co's portfolio in Q1 2022, its #463 holding.
  • Burleson & Co first reported a position in Workhorse Group in Q4 2020 and has held it in 1 quarter since.
  • Burleson & Co's Workhorse Group position peaked at $435K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.