Stifel Financial
WKHS icon

Stifel Financial’s Workhorse Group WKHS Stock Holding History

Stifel Financial’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
-3
Closed -$30K – 3386
2022
Q3 		$30K Hold
3
– – ﹤0.01% 3213
2022
Q2 		$27K Sell
3
-1
-25% -$9.44K ﹤0.01% 3264
2022
Q1 		$60K Buy
4
+1
+33% +$11K ﹤0.01% 3296
2021
Q4 		$45K Sell
3
-25
-89% -$454K ﹤0.01% 3318
2021
Q3 		$652K Buy
28
+4
+17% +$121K ﹤0.01% 2426
2021
Q2 		$1.21M Buy
24
+5
+26% +$185K ﹤0.01% 1957
2021
Q1 		$780K Sell
19
-20
-51% -$1.44M ﹤0.01% 2166
2020
Q4 		$2.33M Buy
39
+27
+225% +$1.76M ﹤0.01% 1295
2020
Q3 		$886K Buy
+12
New +$686K ﹤0.01% 1720

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stifel Financial's WKHS Position: Q4 2022 in Review

Stifel Financial sold out of Workhorse Group (WKHS) in Q4 2022, closing a stake of 3 shares — an estimated $30K sold.

Stifel Financial first reported a position in WKHS in Q3 2020 and held it in 9 quarters. The position peaked at $2.33M in Q4 2020. 145 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

  • Stifel Financial reported no remaining Workhorse Group position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 3 Workhorse Group shares in Q4 2022, an estimated $30K.
  • Stifel Financial first reported a position in Workhorse Group in Q3 2020 and held it in 9 quarters.
  • Stifel Financial's Workhorse Group position peaked at $2.33M in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.