Y-Intercept (HK)’s Workhorse Group WKHS Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-22	Closed	-$57.3K	–	1678
2023 Q2	$57.3K	Buy	+22	New	+$63.5K	0.01%	1190

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Y-Intercept (HK)'s WKHS Position: Q3 2023 in Review

Y-Intercept (HK) sold out of Workhorse Group (WKHS) in Q3 2023, closing a stake of 22 shares — an estimated $57.3K sold.

Y-Intercept (HK) first reported a position in WKHS in Q2 2023 and held it in 1 quarter. The position peaked at $57.3K in Q2 2023. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

Y-Intercept (HK) reported no remaining Workhorse Group position as of Q3 2023 after selling out during the quarter.
Y-Intercept (HK) sold 22 Workhorse Group shares in Q3 2023, an estimated $57.3K.
Y-Intercept (HK) first reported a position in Workhorse Group in Q2 2023 and held it in 1 quarter.
Y-Intercept (HK)'s Workhorse Group position peaked at $57.3K in Q2 2023.
122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.