Neuberger Berman Group
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Neuberger Berman Group’s Workhorse Group WKHS Stock Holding History

Neuberger Berman 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
Q1 		– Sell
-16
Closed -$17.1K – 1934
2023
Q4 		$17.1K Buy
16
+5
+45% +$5.98K ﹤0.01% 1851
2023
Q3 		$13.5K Buy
+11
New +$28.3K ﹤0.01% 1785

Other funds holding WKHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Neuberger Berman Group's WKHS Position: Q1 2024 in Review

Neuberger Berman Group sold out of Workhorse Group (WKHS) in Q1 2024, closing a stake of 16 shares — an estimated $17.1K sold.

Neuberger Berman Group first reported a position in WKHS in Q3 2023 and held it in 2 quarters. The position peaked at $17.1K in Q4 2023. 117 funds tracked by Wall St. Rank hold WKHS as of Q1 2024.

  • Neuberger Berman Group reported no remaining Workhorse Group position as of Q1 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 16 Workhorse Group shares in Q1 2024, an estimated $17.1K.
  • Neuberger Berman Group first reported a position in Workhorse Group in Q3 2023 and held it in 2 quarters.
  • Neuberger Berman Group's Workhorse Group position peaked at $17.1K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2024.

Based on Neuberger Berman Group's 13F filing for Q1 2024, filed 13 May 2024.