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Clarus Group’s Workhorse Group WKHS Stock Holding History

Clarus Group’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
Q4 		– Sell
-4
Closed -$4.92K – 115
2023
Q3 		$4.92K Hold
4
– – ﹤0.01% 109
2023
Q2 		$10.3K Hold
4
– – 0.01% 112
2023
Q1 		$15.8K Hold
4
– – 0.01% 94
2022
Q4 		$18K Sell
4
-3
-43% -$20.7K 0.02% 90
2022
Q3 		$60K Hold
7
– – 0.05% 89
2022
Q2 		$55K Hold
7
– – 0.05% 97
2022
Q1 		$105K Hold
7
– – 0.07% 108
2021
Q4 		$131K Hold
7
– – 0.09% 101
2021
Q3 		$171K Hold
7
– – 0.12% 100
2021
Q2 		$278K Hold
7
– – 0.21% 80
2021
Q1 		$283K Buy
7
+1
+17% +$71.8K 0.24% 75
2020
Q4 		$644K Buy
+6
New +$390K 0.56% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Clarus Group's WKHS Position: Q4 2023 in Review

Clarus Group sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 4 shares — an estimated $4.92K sold.

Clarus Group first reported a position in WKHS in Q4 2020 and held it in 12 quarters. The position peaked at $644K in Q4 2020. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Clarus Group reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Clarus Group sold 4 Workhorse Group shares in Q4 2023, an estimated $4.92K.
  • Clarus Group first reported a position in Workhorse Group in Q4 2020 and held it in 12 quarters.
  • Clarus Group's Workhorse Group position peaked at $644K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Clarus Group's 13F filing for Q4 2023, filed 29 Jan 2024.