Jacobi Capital Management’s Workhorse Group WKHS Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-1	Closed	-$20K	–	1334
2021 Q3	$20K	Hold	1	–	–	﹤0.01%	879
2021 Q2	$43K	Buy	+1	New	+$37K	0.01%	662
2020 Q4	–	Sell	-1	Closed	-$86K	–	1378
2020 Q3	$86K	Buy	+1	New	+$57.2K	0.02%	406

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Jacobi Capital Management's WKHS Position: Q4 2021 in Review

Jacobi Capital Management sold out of Workhorse Group (WKHS) in Q4 2021, closing a stake of 1 share — an estimated $20K sold.

Jacobi Capital Management first reported a position in WKHS in Q3 2020 and held it in 3 quarters. The position peaked at $86K in Q3 2020. 152 funds tracked by Wall St. Rank hold WKHS as of Q4 2021.

Jacobi Capital Management reported no remaining Workhorse Group position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1 Workhorse Group share in Q4 2021, an estimated $20K.
Jacobi Capital Management first reported a position in Workhorse Group in Q3 2020 and held it in 3 quarters.
Jacobi Capital Management's Workhorse Group position peaked at $86K in Q3 2020.
152 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.