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Moody Aldrich Partners’s Workhorse Group WKHS Stock Holding History

Moody Aldrich Partners’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
2021
Q1 		– Sell
-33
Closed -$1.97M – 204
2020
Q4 		$1.97M Sell
33
-16
-33% -$1.04M 0.32% 93
2020
Q3 		$3.75M Buy
+49
New +$2.8M 0.79% 59

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Moody Aldrich Partners's WKHS Position: Q1 2021 in Review

Moody Aldrich Partners sold out of Workhorse Group (WKHS) in Q1 2021, closing a stake of 33 shares — an estimated $1.97M sold.

Moody Aldrich Partners first reported a position in WKHS in Q3 2020 and held it in 2 quarters. The position peaked at $3.75M in Q3 2020. 170 funds tracked by Wall St. Rank hold WKHS as of Q1 2021.

  • Moody Aldrich Partners reported no remaining Workhorse Group position as of Q1 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 33 Workhorse Group shares in Q1 2021, an estimated $1.97M.
  • Moody Aldrich Partners first reported a position in Workhorse Group in Q3 2020 and held it in 2 quarters.
  • Moody Aldrich Partners's Workhorse Group position peaked at $3.75M in Q3 2020.
  • 170 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2021.

Based on Moody Aldrich Partners's 13F filing for Q1 2021, filed 10 May 2021.