CIM
WKHS icon

CIM Investment Management’s Workhorse Group WKHS Stock Holding History

CIM Investment Management’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
2023
Q3 		– Sell
-8
Closed -$20.6K – 293
2023
Q2 		$20.6K Hold
8
– – 0.01% 275
2023
Q1 		$31.4K Hold
8
– – 0.01% 264
2022
Q4 		$34.6K Hold
8
– – 0.01% 245
2022
Q3 		$65K Hold
8
– – 0.03% 217
2022
Q2 		$59K Hold
8
– – 0.02% 229
2022
Q1 		$114K Hold
8
– – 0.04% 245
2021
Q4 		$111K Buy
8
+5
+167% +$90.9K 0.03% 294
2021
Q3 		$79K Hold
3
– – 0.02% 296
2021
Q2 		$170K Hold
3
– – 0.05% 292
2021
Q1 		$141K Sell
3
-1
-25% -$71.8K 0.04% 295
2020
Q4 		$215K Buy
+4
New +$260K 0.07% 264

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

CIM Investment Management's WKHS Position: Q3 2023 in Review

CIM Investment Management sold out of Workhorse Group (WKHS) in Q3 2023, closing a stake of 8 shares — an estimated $20.6K sold.

CIM Investment Management first reported a position in WKHS in Q4 2020 and held it in 11 quarters. The position peaked at $215K in Q4 2020. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

  • CIM Investment Management reported no remaining Workhorse Group position as of Q3 2023 after selling out during the quarter.
  • CIM Investment Management sold 8 Workhorse Group shares in Q3 2023, an estimated $20.6K.
  • CIM Investment Management first reported a position in Workhorse Group in Q4 2020 and held it in 11 quarters.
  • CIM Investment Management's Workhorse Group position peaked at $215K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on CIM Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.