CIP
WKHS icon

Convergence Investment Partners’s Workhorse Group WKHS Stock Holding History

Convergence Investment Partners’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
2021
Q1 		– Sell
-4
Closed -$211K – 280
2020
Q4 		$211K Buy
+4
New +$260K 0.11% 178

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Convergence Investment Partners's WKHS Position: Q1 2021 in Review

Convergence Investment Partners sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 4 shares — an estimated $211K sold.

Convergence Investment Partners first reported a position in WKHS in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

  • Convergence Investment Partners reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
  • Convergence Investment Partners sold 4 Workhorse Group shares in Q1 2021, an estimated $211K.
  • Convergence Investment Partners first reported a position in Workhorse Group in Q4 2020 and held it in 1 quarter.
  • Convergence Investment Partners's Workhorse Group position peaked at $211K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Convergence Investment Partners's 13F filing for Q1 2021, filed 30 Apr 2021.