Joel Greenblatt’s Workhorse Group WKHS Stock Holding History

Joel Greenblatt’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 Q1	–	Sell	-4	Closed	-$51K	–	1256
2021 Q4	$51K	Sell	4 -10	-71%	-$182K	﹤0.01%	1122
2021 Q3	$314K	Buy	14 +10	+250%	+$303K	0.01%	810
2021 Q2	$185K	Buy	+4	New	+$148K	0.01%	954
2020 Q3	–	Sell	-4	Closed	-$226K	–	1147
2020 Q2	$226K	Hold	4	–	–	0.01%	927
2020 Q1	$21K	Buy	+4	New	+$34.4K	﹤0.01%	1047

Other funds holding WKHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Joel Greenblatt's WKHS Position: Q1 2022 in Review

Joel Greenblatt sold out of Workhorse Group (WKHS) in Q1 2022, closing a stake of 4 shares — an estimated $51K sold.

Joel Greenblatt first reported a position in WKHS in Q1 2020 and held it in 5 quarters. The position peaked at $314K in Q3 2021. 154 funds tracked by Wall St. Rank hold WKHS as of Q1 2022.

Joel Greenblatt reported no remaining Workhorse Group position as of Q1 2022 after selling out during the quarter.
Joel Greenblatt sold 4 Workhorse Group shares in Q1 2022, an estimated $51K.
Joel Greenblatt first reported a position in Workhorse Group in Q1 2020 and held it in 5 quarters.
Joel Greenblatt's Workhorse Group position peaked at $314K in Q3 2021.
154 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2022.

Based on Gotham Asset Management's 13F filing for Q1 2022, filed 16 May 2022.