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Essex Investment Management’s Workhorse Group WKHS Stock Holding History

Essex 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
2020
Q1 		– Sell
-80
Closed -$729K – 477
2019
Q4 		$729K Buy
+80
New +$737K 0.09% 271
2017
Q1 		– Sell
-24
Closed -$503K – 373
2016
Q4 		$503K Sell
24
-2
-8% -$42.9K 0.08% 249
2016
Q3 		$558K Buy
+26
New +$572K 0.09% 239

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Investment Management's WKHS Position: Q1 2020 in Review

Essex Investment Management sold out of Workhorse Group (WKHS) in Q1 2020, closing a stake of 80 shares — an estimated $729K sold.

Essex Investment Management first reported a position in WKHS in Q3 2016 and held it in 3 quarters. The position peaked at $729K in Q4 2019. 61 funds tracked by Wall St. Rank hold WKHS as of Q1 2020.

  • Essex Investment Management reported no remaining Workhorse Group position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 80 Workhorse Group shares in Q1 2020, an estimated $729K.
  • Essex Investment Management first reported a position in Workhorse Group in Q3 2016 and held it in 3 quarters.
  • Essex Investment Management's Workhorse Group position peaked at $729K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.