Polar Capital Holdings’s Workhorse Group WKHS Stock Holding History

Polar Capital Holdings’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
2022 Q4	–	Sell	-5	Closed	-$42	–	397
2022 Q3	$42	Hold	5	–	–	﹤0.01%	406
2022 Q2	$43	Hold	5	–	–	﹤0.01%	418
2022 Q1	$82	Hold	5	–	–	﹤0.01%	441
2021 Q4	$72	Buy	+5	New	+$90.9K	﹤0.01%	439

Other funds holding WKHS

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Polar Capital Holdings's WKHS Position: Q4 2022 in Review

Polar Capital Holdings sold out of Workhorse Group (WKHS) in Q4 2022, closing a stake of 5 shares — an estimated $42 sold.

Polar Capital Holdings first reported a position in WKHS in Q4 2021 and held it in 4 quarters. The position peaked at $82 in Q1 2022. 145 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

Polar Capital Holdings reported no remaining Workhorse Group position as of Q4 2022 after selling out during the quarter.
Polar Capital Holdings sold 5 Workhorse Group shares in Q4 2022, an estimated $42.
Polar Capital Holdings first reported a position in Workhorse Group in Q4 2021 and held it in 4 quarters.
Polar Capital Holdings's Workhorse Group position peaked at $82 in Q1 2022.
145 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on Polar Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.