Jefferies Group’s Workhorse Group WKHS Stock Holding History

Jefferies Group’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
2022 Q2	–	Sell	-3	Closed	-$50.5K	–	1887
2022 Q1	$50.5K	Buy	+3	New	+$33.1K	﹤0.01%	1403
2021 Q2	–	Sell	-30	Closed	-$1.25M	–	2039
2021 Q1	$1.25M	Sell	30 -30	-50%	-$2.15M	0.01%	832
2020 Q4	$3.58M	Buy	+60	New	+$3.9M	0.03%	527
2020 Q2	–	Sell	-4	Closed	-$19K	–	2100
2020 Q1	$19K	Buy	+4	New	+$34.4K	﹤0.01%	1940

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Jefferies Group's WKHS Position: Q2 2022 in Review

Jefferies Group sold out of Workhorse Group (WKHS) in Q2 2022, closing a stake of 3 shares — an estimated $50.5K sold.

Jefferies Group first reported a position in WKHS in Q1 2020 and held it in 4 quarters. The position peaked at $3.58M in Q4 2020. 144 funds tracked by Wall St. Rank hold WKHS as of Q2 2022.

Jefferies Group reported no remaining Workhorse Group position as of Q2 2022 after selling out during the quarter.
Jefferies Group sold 3 Workhorse Group shares in Q2 2022, an estimated $50.5K.
Jefferies Group first reported a position in Workhorse Group in Q1 2020 and held it in 4 quarters.
Jefferies Group's Workhorse Group position peaked at $3.58M in Q4 2020.
144 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.