Zurich Cantonal Bank’s Workhorse Group WKHS Stock Holding History

Zurich Cantonal Bank’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	–	Hold	0	–	-$3	–	2800
2023 Q2	–	Sell	-3	Closed	-$8.66K	–	2797
2023 Q1	$12.7K	Hold	3	–	–	﹤0.01%	2786
2022 Q4	$14.5K	Hold	3	–	–	﹤0.01%	2783
2022 Q3	$27K	Hold	3	–	–	﹤0.01%	2745
2022 Q2	$25K	Sell	3 -6	-67%	-$56.6K	﹤0.01%	2764
2022 Q1	$129K	Buy	9 +5	+125%	+$55.1K	﹤0.01%	2159
2021 Q4	$47K	Hold	4	–	–	﹤0.01%	2764
2021 Q3	$83K	Hold	4	–	–	﹤0.01%	2440
2021 Q2	$180K	Sell	4 -2	-33%	-$74.1K	﹤0.01%	1871
2021 Q1	$250K	Sell	6 -2	-25%	-$144K	﹤0.01%	1659
2020 Q4	$501K	Buy	+8	New	+$520K	﹤0.01%	1289

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

Zurich Cantonal Bank's WKHS Position: Q3 2023 in Review

Zurich Cantonal Bank held its Workhorse Group (WKHS) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Zurich Cantonal Bank first reported a position in WKHS in Q4 2020 and has held it in 10 quarters since. The position peaked at $501K in Q4 2020. 122 funds tracked by Wall St. Rank hold WKHS as of Q3 2023.

Zurich Cantonal Bank held 0 shares of Workhorse Group worth $0 as of Q3 2023.
Zurich Cantonal Bank left its Workhorse Group share count unchanged in Q3 2023.
Workhorse Group made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q3 2023, its #2800 holding.
Zurich Cantonal Bank first reported a position in Workhorse Group in Q4 2020 and has held it in 10 quarters since.
Zurich Cantonal Bank's Workhorse Group position peaked at $501K in Q4 2020.
122 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2023.

Based on Zurich Cantonal Bank's 13F filing for Q3 2023, filed 25 Oct 2023.