Glenview Trust’s Workhorse Group WKHS Stock Holding History

Glenview Trust’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
2019 Q4	–	Sell	-13	Closed	-$131K	–	352
2019 Q3	$131K	Hold	13	–	–	0.01%	344
2019 Q2	$110K	Hold	13	–	–	0.01%	325
2019 Q1	$23K	Hold	13	–	–	﹤0.01%	319
2018 Q4	$20K	Hold	13	–	–	﹤0.01%	313
2018 Q3	$40K	Hold	13	–	–	﹤0.01%	327
2018 Q2	$68K	Hold	13	–	–	0.01%	296
2018 Q1	$99K	Hold	13	–	–	0.01%	323
2017 Q4	$96K	Hold	13	–	–	0.01%	325
2017 Q3	$104K	Hold	13	–	–	0.01%	316
2017 Q2	$138K	Buy	13 +3	+30%	+$28.1K	0.01%	308
2017 Q1	$77K	Hold	10	–	–	0.01%	315
2016 Q4	$206K	Buy	+10	New	+$214K	0.02%	300

Other funds holding WKHS

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 New York $36.1B AUM 11.5% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Glenview Trust's WKHS Position: Q4 2019 in Review

Glenview Trust sold out of Workhorse Group (WKHS) in Q4 2019, closing a stake of 13 shares — an estimated $131K sold.

Glenview Trust first reported a position in WKHS in Q4 2016 and held it in 12 quarters. The position peaked at $206K in Q4 2016. 59 funds tracked by Wall St. Rank hold WKHS as of Q4 2019.

Glenview Trust reported no remaining Workhorse Group position as of Q4 2019 after selling out during the quarter.
Glenview Trust sold 13 Workhorse Group shares in Q4 2019, an estimated $131K.
Glenview Trust first reported a position in Workhorse Group in Q4 2016 and held it in 12 quarters.
Glenview Trust's Workhorse Group position peaked at $206K in Q4 2016.
59 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2019.

Based on Glenview Trust's 13F filing for Q4 2019, filed 6 Feb 2020.