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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
-1
Closed -$7.5K – 1886
2022
Q1 		$7.5K Buy
+1
New +$11K ﹤0.01% 1476
2021
Q2 		– Sell
-25
Closed -$1.05M – 2038
2021
Q1 		$1.05M Sell
25
-77
-75% -$5.53M 0.01% 891
2020
Q4 		$6.03M Buy
+102
New +$6.63M 0.05% 352

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AA
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.