Principal Financial Group
WKHS icon

Principal Financial Group’s Workhorse Group WKHS Stock Holding History

Principal Financial 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
Q2 		– Sell
-8
Closed -$5.68K – 2471
2024
Q1 		$5.68K Hold
8
– – ﹤0.01% 2425
2023
Q4 		$8.72K Hold
8
– – ﹤0.01% 2413
2023
Q3 		$10K Buy
8
+2
+33% +$5.14K ﹤0.01% 2430
2023
Q2 		$15.5K Hold
6
– – ﹤0.01% 2413
2023
Q1 		$22.5K Hold
6
– – ﹤0.01% 2420
2022
Q4 		$27.8K Sell
6
-1
-14% -$6.89K ﹤0.01% 2391
2022
Q3 		$60K Hold
7
– – ﹤0.01% 2399
2022
Q2 		$57K Buy
7
+2
+40% +$18.9K ﹤0.01% 2451
2022
Q1 		$69K Buy
5
+1
+25% +$11K ﹤0.01% 2469
2021
Q4 		$49K Hold
4
– – ﹤0.01% 2482
2021
Q3 		$88K Sell
4
-1
-20% -$30.3K ﹤0.01% 2512
2021
Q2 		$245K Buy
+5
New +$185K ﹤0.01% 2417

Other funds holding WKHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Principal Financial Group's WKHS Position: Q2 2024 in Review

Principal Financial Group sold out of Workhorse Group (WKHS) in Q2 2024, closing a stake of 8 shares — an estimated $5.68K sold.

Principal Financial Group first reported a position in WKHS in Q2 2021 and held it in 12 quarters. The position peaked at $245K in Q2 2021. 60 funds tracked by Wall St. Rank hold WKHS as of Q2 2024.

  • Principal Financial Group reported no remaining Workhorse Group position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 8 Workhorse Group shares in Q2 2024, an estimated $5.68K.
  • Principal Financial Group first reported a position in Workhorse Group in Q2 2021 and held it in 12 quarters.
  • Principal Financial Group's Workhorse Group position peaked at $245K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.