Dmitry Balyasny’s Workhorse Group WKHS Stock Holding History

Dmitry Balyasny’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 Q2	–	Sell	-88	Closed	-$3.62M	–	2402
2021 Q1	$3.62M	Buy	88 +50	+132%	+$3.59M	0.02%	818
2020 Q4	$2.23M	Buy	+38	New	+$2.47M	0.01%	855

Other funds holding WKHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dmitry Balyasny's WKHS Position: Q4 2023 in Review

Dmitry Balyasny sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 105 shares — an estimated $130K sold.

Dmitry Balyasny first reported a position in WKHS in Q3 2017 and held it in 9 quarters. The position peaked at $897K in Q4 2020. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

Dmitry Balyasny reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
Dmitry Balyasny sold 105 Workhorse Group shares in Q4 2023, an estimated $130K.
Dmitry Balyasny first reported a position in Workhorse Group in Q3 2017 and held it in 9 quarters.
Dmitry Balyasny's Workhorse Group position peaked at $897K in Q4 2020.
112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.