Calamos Advisors’s Workhorse Group WKHS Stock Holding History

Calamos Advisors’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
2020 Q4	–	Sell	-18	Closed	-$1.39M	–	766
2020 Q3	$1.39M	Sell	18 -25	-58%	-$1.43M	0.01%	620
2020 Q2	$2.24M	Buy	+43	New	+$466K	0.02%	574

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SGAM

Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calamos Advisors's WKHS Position: Q4 2020 in Review

Calamos Advisors sold out of Workhorse Group (WKHS) in Q4 2020, closing a stake of 18 shares — an estimated $1.39M sold.

Calamos Advisors first reported a position in WKHS in Q2 2020 and held it in 2 quarters. The position peaked at $2.24M in Q2 2020. 172 funds tracked by Wall St. Rank hold WKHS as of Q4 2020.

Calamos Advisors reported no remaining Workhorse Group position as of Q4 2020 after selling out during the quarter.
Calamos Advisors sold 18 Workhorse Group shares in Q4 2020, an estimated $1.39M.
Calamos Advisors first reported a position in Workhorse Group in Q2 2020 and held it in 2 quarters.
Calamos Advisors's Workhorse Group position peaked at $2.24M in Q2 2020.
172 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2020.

Based on Calamos Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.