Marshall Wace
WKHS icon

Marshall Wace’s Workhorse Group WKHS Stock Holding History

Marshall Wace’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
Q2 		– Sell
-97
Closed -$387K – 3021
2023
Q1 		$387K Sell
97
-175
-64% -$966K ﹤0.01% 2205
2022
Q4 		$1.24M Buy
+272
New +$1.87M ﹤0.01% 1991
2022
Q3 		– Sell
-10
Closed -$78K – 3847
2022
Q2 		$78K Buy
+10
New +$94.4K ﹤0.01% 3299

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's WKHS Position: Q2 2023 in Review

Marshall Wace sold out of Workhorse Group (WKHS) in Q2 2023, closing a stake of 97 shares — an estimated $387K sold.

Marshall Wace first reported a position in WKHS in Q2 2022 and held it in 3 quarters. The position peaked at $1.24M in Q4 2022. 128 funds tracked by Wall St. Rank hold WKHS as of Q2 2023.

  • Marshall Wace reported no remaining Workhorse Group position as of Q2 2023 after selling out during the quarter.
  • Marshall Wace sold 97 Workhorse Group shares in Q2 2023, an estimated $387K.
  • Marshall Wace first reported a position in Workhorse Group in Q2 2022 and held it in 3 quarters.
  • Marshall Wace's Workhorse Group position peaked at $1.24M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.