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Telemus Capital’s Workhorse Group WKHS Stock Holding History

Telemus Capital’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
2020
Q4 		– Sell
-7
Closed -$460K – 443
2020
Q3 		$460K Buy
7
+2
+40% +$114K 0.03% 314
2020
Q2 		$213K Hold
5
– – 0.02% 378
2020
Q1 		$35K Hold
5
– – ﹤0.01% 370
2019
Q4 		$43K Buy
5
+1
+25% +$9.21K ﹤0.01% 379
2019
Q3 		$42K Hold
4
– – ﹤0.01% 389
2019
Q2 		$48K Buy
4
+1
+33% +$4.62K ﹤0.01% 368
2019
Q1 		$6K Hold
3
– – ﹤0.01% 422
2018
Q4 		$5K Hold
3
– – ﹤0.01% 417
2018
Q3 		$11K Hold
3
– – ﹤0.01% 439
2018
Q2 		$18K Buy
+3
New +$23K ﹤0.01% 424

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
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Telemus Capital's WKHS Position: Q4 2020 in Review

Telemus Capital sold out of Workhorse Group (WKHS) in Q4 2020, closing a stake of 7 shares — an estimated $460K sold.

Telemus Capital first reported a position in WKHS in Q2 2018 and held it in 10 quarters. The position peaked at $460K in Q3 2020. 172 funds tracked by Wall St. Rank hold WKHS as of Q4 2020.

  • Telemus Capital reported no remaining Workhorse Group position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 7 Workhorse Group shares in Q4 2020, an estimated $460K.
  • Telemus Capital first reported a position in Workhorse Group in Q2 2018 and held it in 10 quarters.
  • Telemus Capital's Workhorse Group position peaked at $460K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.