Perennial Advisors’s Workhorse Group WKHS Stock Holding History

Perennial Advisors’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
2019 Q1	–	Sell	-1	Closed	-$2K	–	185
2018 Q4	$2K	Buy	+1	New	+$2.36K	﹤0.01%	209

Other funds holding WKHS

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Perennial Advisors's WKHS Position: Q1 2019 in Review

Perennial Advisors sold out of Workhorse Group (WKHS) in Q1 2019, closing a stake of 1 share — an estimated $2K sold.

Perennial Advisors first reported a position in WKHS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 39 funds tracked by Wall St. Rank hold WKHS as of Q1 2019.

Perennial Advisors reported no remaining Workhorse Group position as of Q1 2019 after selling out during the quarter.
Perennial Advisors sold 1 Workhorse Group share in Q1 2019, an estimated $2K.
Perennial Advisors first reported a position in Workhorse Group in Q4 2018 and held it in 1 quarter.
Perennial Advisors's Workhorse Group position peaked at $2K in Q4 2018.
39 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.