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AE Wealth Management’s Harley-Davidson HOG Stock Holding History

AE Wealth Management’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,052
Closed -$277K – 1669
2021
Q2 		$277K Sell
6,052
-776
-11% -$36K ﹤0.01% 1372
2021
Q1 		$274K Sell
6,828
-3,881
-36% -$144K ﹤0.01% 1291
2020
Q4 		$393K Buy
+10,709
New +$367K ﹤0.01% 1044

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's HOG Position: Q3 2021 in Review

AE Wealth Management sold out of Harley-Davidson (HOG) in Q3 2021, closing a stake of 6,052 shares — an estimated $277K sold.

AE Wealth Management first reported a position in HOG in Q4 2020 and held it in 3 quarters. The position peaked at $393K in Q4 2020. 411 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

  • AE Wealth Management reported no remaining Harley-Davidson position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 6,052 Harley-Davidson shares in Q3 2021, an estimated $277K.
  • AE Wealth Management first reported a position in Harley-Davidson in Q4 2020 and held it in 3 quarters.
  • AE Wealth Management's Harley-Davidson position peaked at $393K in Q4 2020.
  • 411 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.