Susquehanna Fundamental Investments’s Workhorse Group WKHS Stock Holding History

Susquehanna Fundamental Investments’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	-109	Closed	-$937K	–	1514
2022 Q3	$937K	Buy	+109	New	+$1.06M	0.02%	825
2022 Q1	$3.67M	Hold	245	–	–	0.07%	380
2021 Q4	$3.2M	Buy	245 +161	+192%	+$2.93M	0.08%	300
2021 Q3	$1.94M	Buy	+84	New	+$2.54M	0.04%	610
2021 Q1	–	Sell	-5	Closed	-$315K	–	1626
2020 Q4	$315K	Hold	5	–	–	0.01%	1261
2020 Q3	$402K	Hold	5	–	–	0.01%	958
2020 Q2	$277K	Buy	+5	New	+$54.2K	0.01%	757

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

Susquehanna Fundamental Investments's WKHS Position: Q4 2022 in Review

Susquehanna Fundamental Investments sold out of Workhorse Group (WKHS) in Q4 2022, closing a stake of 109 shares — an estimated $937K sold.

Susquehanna Fundamental Investments first reported a position in WKHS in Q2 2020 and held it in 7 quarters. The position peaked at $3.67M in Q1 2022. 145 funds tracked by Wall St. Rank hold WKHS as of Q4 2022.

Susquehanna Fundamental Investments reported no remaining Workhorse Group position as of Q4 2022 after selling out during the quarter.
Susquehanna Fundamental Investments sold 109 Workhorse Group shares in Q4 2022, an estimated $937K.
Susquehanna Fundamental Investments first reported a position in Workhorse Group in Q2 2020 and held it in 7 quarters.
Susquehanna Fundamental Investments's Workhorse Group position peaked at $3.67M in Q1 2022.
145 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2022, filed 14 Feb 2023.