Swiss Life Asset Management’s Workhorse Group WKHS Stock Holding History

Swiss Life Asset Management’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
2023 Q1	–	Sell	-174	Closed	-$797K	–	647
2022 Q4	$797K	Buy	+174	New	+$1.2M	0.01%	512

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Swiss Life Asset Management's WKHS Position: Q1 2023 in Review

Swiss Life Asset Management sold out of Workhorse Group (WKHS) in Q1 2023, closing a stake of 174 shares — an estimated $797K sold.

Swiss Life Asset Management first reported a position in WKHS in Q4 2022 and held it in 1 quarter. The position peaked at $797K in Q4 2022. 143 funds tracked by Wall St. Rank hold WKHS as of Q1 2023.

Swiss Life Asset Management reported no remaining Workhorse Group position as of Q1 2023 after selling out during the quarter.
Swiss Life Asset Management sold 174 Workhorse Group shares in Q1 2023, an estimated $797K.
Swiss Life Asset Management first reported a position in Workhorse Group in Q4 2022 and held it in 1 quarter.
Swiss Life Asset Management's Workhorse Group position peaked at $797K in Q4 2022.
143 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2023.

Based on Swiss Life Asset Management's 13F filing for Q1 2023, filed 9 Dec 2025.