EGM
WKHS icon

Engineers Gate Manager’s Workhorse Group WKHS Stock Holding History

Engineers Gate Manager’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
Q1 		– Sell
-6
Closed -$29.5K – 2045
2022
Q4 		$29.5K Sell
6
-11
-65% -$75.8K ﹤0.01% 1586
2022
Q3 		$148K Sell
17
-71
-81% -$690K 0.01% 1391
2022
Q2 		$687K Buy
+88
New +$830K 0.03% 925
2022
Q1 		– Sell
-14
Closed -$184K – 2353
2021
Q4 		$184K Buy
14
+4
+40% +$72.7K 0.01% 1684
2021
Q3 		$231K Buy
+10
New +$303K 0.01% 1355
2021
Q2 		– Sell
-12
Closed -$491K – 2060
2021
Q1 		$491K Buy
+12
New +$862K 0.02% 1005

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Engineers Gate Manager's WKHS Position: Q1 2023 in Review

Engineers Gate Manager sold out of Workhorse Group (WKHS) in Q1 2023, closing a stake of 6 shares — an estimated $29.5K sold.

Engineers Gate Manager first reported a position in WKHS in Q1 2021 and held it in 6 quarters. The position peaked at $687K in Q2 2022. 143 funds tracked by Wall St. Rank hold WKHS as of Q1 2023.

  • Engineers Gate Manager reported no remaining Workhorse Group position as of Q1 2023 after selling out during the quarter.
  • Engineers Gate Manager sold 6 Workhorse Group shares in Q1 2023, an estimated $29.5K.
  • Engineers Gate Manager first reported a position in Workhorse Group in Q1 2021 and held it in 6 quarters.
  • Engineers Gate Manager's Workhorse Group position peaked at $687K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2023.

Based on Engineers Gate Manager's 13F filing for Q1 2023, filed 15 May 2023.