HS
WKHS icon

Horan Securities’s Workhorse Group WKHS Stock Holding History

Horan Securities’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
Q3 		– Hold
0
– -$950 – 675
2023
Q2 		– Hold
0
– – – 630
2023
Q1 		– Hold
0
– – – 603
2022
Q4 		– Hold
0
– – – 583
2022
Q3 		– Hold
0
– – – 463
2022
Q2 		– Hold
0
– – – 516
2022
Q1 		– Hold
0
– – – 389
2021
Q4 		– Hold
0
– – – 416
2021
Q2 		– Sell
-1
Closed -$37K – 256
2021
Q1 		$46K Buy
+1
New +$71.8K 0.04% 149
2020
Q4 		– Hold
0
– – – 254
2020
Q3 		– Hold
0
– – – 190
2020
Q2 		– Hold
0
– – – 379

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Horan Securities's WKHS Position: Q3 2023 in Review

Horan Securities held its Workhorse Group (WKHS) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Horan Securities first reported a position in WKHS in Q1 2021 and has held it in 1 quarter since. The position peaked at $46K in Q1 2021. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

  • Horan Securities held 0 shares of Workhorse Group worth $0 as of Q3 2023.
  • Horan Securities left its Workhorse Group share count unchanged in Q3 2023.
  • Workhorse Group made up ﹤0.01% of Horan Securities's portfolio in Q3 2023, its #675 holding.
  • Horan Securities first reported a position in Workhorse Group in Q1 2021 and has held it in 1 quarter since.
  • Horan Securities's Workhorse Group position peaked at $46K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.