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Itau Unibanco Holding S.A.’s Workhorse Group WKHS Stock Holding History

Itau Unibanco Holding S.A.’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
-10
Closed -$12.7K – 537
2023
Q3 		$12.7K Buy
10
+2
+25% +$5.14K ﹤0.01% 405
2023
Q2 		$20.2K Buy
+8
New +$23.1K ﹤0.01% 414
2022
Q2 		– Sell
-3
Closed -$45K – 620
2022
Q1 		$45K Hold
3
– – ﹤0.01% 318
2021
Q4 		$41K Buy
3
+2
+200% +$36.4K ﹤0.01% 318
2021
Q3 		$28K Hold
1
– – ﹤0.01% 313
2021
Q2 		$40K Buy
+1
New +$37K ﹤0.01% 220

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WKHS Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 10 shares — an estimated $12.7K sold.

Itau Unibanco Holding S.A. first reported a position in WKHS in Q2 2021 and held it in 6 quarters. The position peaked at $45K in Q1 2022. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Itau Unibanco Holding S.A. reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 10 Workhorse Group shares in Q4 2023, an estimated $12.7K.
  • Itau Unibanco Holding S.A. first reported a position in Workhorse Group in Q2 2021 and held it in 6 quarters.
  • Itau Unibanco Holding S.A.'s Workhorse Group position peaked at $45K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.