First Manhattan’s Workhorse Group WKHS Stock Holding History

First Manhattan’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	-66	Closed	-$3.89M	–	1570
2020 Q4	$3.89M	Sell	66 -35	-35%	-$2.28M	0.02%	248
2020 Q3	$7.67M	Sell	101 -363	-78%	-$20.8M	0.04%	170
2020 Q2	$24.2M	Sell	464 -121	-21%	-$1.31M	0.14%	84
2020 Q1	$3.18M	Buy	585 +27	+5%	+$232K	0.02%	252
2019 Q4	$5.08M	Sell	558 -37	-6%	-$341K	0.03%	234
2019 Q3	$6.25M	Sell	595 -424	-42%	-$4.55M	0.03%	214
2019 Q2	$8.98M	Buy	1,019 +444	+77%	+$2.05M	0.05%	174
2019 Q1	$1.06M	Buy	575 +250	+77%	+$655K	0.01%	429
2018 Q4	$515K	Buy	325 +129	+66%	+$304K	﹤0.01%	549
2018 Q3	$629K	Buy	196 +92	+88%	+$353K	﹤0.01%	543
2018 Q2	$566K	Buy	104 +84	+420%	+$645K	﹤0.01%	533
2018 Q1	$161K	Hold	20	–	–	﹤0.01%	717
2017 Q4	$156K	Hold	20	–	–	﹤0.01%	765
2017 Q3	$168K	Hold	20	–	–	﹤0.01%	713
2017 Q2	$225K	Hold	20	–	–	﹤0.01%	653
2017 Q1	$160K	Buy	+20	New	+$208K	﹤0.01%	727
2016 Q4	–	Sell	-1	Closed	-$27K	–	1455
2016 Q3	$27K	Sell	1 -2	-67%	-$44K	﹤0.01%	1030
2016 Q2	$51K	Buy	+3	New	+$70.9K	﹤0.01%	943

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

First Manhattan's WKHS Position: Q1 2021 in Review

First Manhattan sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 66 shares — an estimated $3.89M sold.

First Manhattan first reported a position in WKHS in Q2 2016 and held it in 18 quarters. The position peaked at $24.2M in Q2 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

First Manhattan reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
First Manhattan sold 66 Workhorse Group shares in Q1 2021, an estimated $3.89M.
First Manhattan first reported a position in Workhorse Group in Q2 2016 and held it in 18 quarters.
First Manhattan's Workhorse Group position peaked at $24.2M in Q2 2020.
170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on First Manhattan's 13F filing for Q1 2021, filed 14 May 2021.