Harel Insurance Investments & Financial Services’s Workhorse Group WKHS Stock Holding History

Harel Insurance Investments & Financial Services’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 Q4	–	Sell	-20	Closed	-$24K	–	694
2023 Q3	$24K	Sell	20 -1	-5%	-$2.57K	﹤0.01%	537
2023 Q2	$54K	Buy	21 +10	+91%	+$28.9K	﹤0.01%	481
2023 Q1	$43K	Hold	11	–	–	﹤0.01%	509
2022 Q4	$50K	Hold	11	–	–	﹤0.01%	473
2022 Q3	$89K	Sell	11 -1	-8%	-$9.72K	﹤0.01%	404
2022 Q2	$91K	Buy	12 +2	+20%	+$18.9K	﹤0.01%	421
2022 Q1	$148K	Sell	10 -3	-23%	-$33.1K	﹤0.01%	398
2021 Q4	$171K	Hold	13	–	–	﹤0.01%	436
2021 Q3	$293K	Sell	13 -4	-24%	-$121K	0.01%	314
2021 Q2	$828K	Sell	17 -3	-15%	-$111K	0.02%	360
2021 Q1	$1.79M	Buy	20 +14	+233%	+$1.01M	0.03%	260
2020 Q4	$1.08M	Buy	+6	New	+$390K	0.03%	273

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 $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Harel Insurance Investments & Financial Services's WKHS Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 20 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in WKHS in Q4 2020 and held it in 12 quarters. The position peaked at $1.79M in Q1 2021. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 20 Workhorse Group shares in Q4 2023, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in Workhorse Group in Q4 2020 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Workhorse Group position peaked at $1.79M in Q1 2021.
112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.