Mitsubishi UFJ Asset Management
WKHS icon

Mitsubishi UFJ Asset Management’s Workhorse Group WKHS Stock Holding History

Mitsubishi UFJ Asset Management’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
Q4 		– Sell
-409
Closed -$508K – 1588
2023
Q3 		$508K Sell
409
-12
-3% -$30.9K ﹤0.01% 890
2023
Q2 		$1.1M Buy
421
+194
+85% +$560K ﹤0.01% 811
2023
Q1 		$906K Buy
227
+8
+4% +$44.2K ﹤0.01% 826
2022
Q4 		$1.06M Buy
219
+53
+32% +$365K ﹤0.01% 799
2022
Q3 		$1.43M Sell
166
-2
-1% -$19.4K ﹤0.01% 745
2022
Q2 		$1.31M Buy
168
+69
+70% +$651K 0.01% 773
2022
Q1 		$1.48M Buy
99
+2
+2% +$22K 0.01% 785
2021
Q4 		$1.31M Buy
97
+21
+28% +$382K 0.01% 801
2021
Q3 		$1.74M Sell
76
-3
-4% -$90.8K 0.01% 756
2021
Q2 		$3.93M Buy
79
+70
+778% +$2.59M 0.02% 607
2021
Q1 		$387K Buy
9
+5
+125% +$359K ﹤0.01% 925
2020
Q4 		$221K Sell
4
-13
-76% -$846K ﹤0.01% 943
2020
Q3 		$1.27M Buy
17
+1
+6% +$57.2K 0.01% 680
2020
Q2 		$820K Sell
16
-2
-11% -$21.7K 0.01% 721
2020
Q1 		$99K Buy
18
+2
+13% +$17.2K ﹤0.01% 931
2019
Q4 		$143K Buy
+16
New +$147K ﹤0.01% 918

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management's WKHS Position: Q4 2023 in Review

Mitsubishi UFJ Asset Management sold out of Workhorse Group (WKHS) in Q4 2023, closing a stake of 409 shares — an estimated $508K sold.

Mitsubishi UFJ Asset Management first reported a position in WKHS in Q4 2019 and held it in 16 quarters. The position peaked at $3.93M in Q2 2021. 112 funds tracked by Wall St. Rank hold WKHS as of Q4 2023.

  • Mitsubishi UFJ Asset Management reported no remaining Workhorse Group position as of Q4 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 409 Workhorse Group shares in Q4 2023, an estimated $508K.
  • Mitsubishi UFJ Asset Management first reported a position in Workhorse Group in Q4 2019 and held it in 16 quarters.
  • Mitsubishi UFJ Asset Management's Workhorse Group position peaked at $3.93M in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.