Mather Group’s Workhorse Group WKHS Stock Holding History

Mather 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
2024 Q3	–	Sell	-1	Closed	-$47	–	2222
2024 Q2	$47	Buy	+1	New	+$524	﹤0.01%	2170

Other funds holding WKHS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mather Group's WKHS Position: Q3 2024 in Review

Mather Group sold out of Workhorse Group (WKHS) in Q3 2024, closing a stake of 1 share — an estimated $47 sold.

Mather Group first reported a position in WKHS in Q2 2024 and held it in 1 quarter. The position peaked at $47 in Q2 2024. 47 funds tracked by Wall St. Rank hold WKHS as of Q3 2024.

Mather Group reported no remaining Workhorse Group position as of Q3 2024 after selling out during the quarter.
Mather Group sold 1 Workhorse Group share in Q3 2024, an estimated $47.
Mather Group first reported a position in Workhorse Group in Q2 2024 and held it in 1 quarter.
Mather Group's Workhorse Group position peaked at $47 in Q2 2024.
47 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.