Altshuler Shaham’s Harley-Davidson HOG Stock Holding History

Altshuler Shaham’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
2022 Q4	–	Sell	-3,755	Closed	-$135K	–	524
2022 Q3	$135K	Sell	3,755 -434	-10%	-$16.3K	﹤0.01%	137
2022 Q2	$133K	Sell	4,189 -382	-8%	-$13.6K	﹤0.01%	150
2022 Q1	$180K	Buy	4,571 +530	+13%	+$20.4K	﹤0.01%	225
2021 Q4	$152K	Buy	+4,041	New	+$151K	﹤0.01%	273

Other funds holding HOG

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

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Altshuler Shaham's HOG Position: Q4 2022 in Review

Altshuler Shaham sold out of Harley-Davidson (HOG) in Q4 2022, closing a stake of 3,755 shares — an estimated $135K sold.

Altshuler Shaham first reported a position in HOG in Q4 2021 and held it in 4 quarters. The position peaked at $180K in Q1 2022. 448 funds tracked by Wall St. Rank hold HOG as of Q4 2022.

Altshuler Shaham reported no remaining Harley-Davidson position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 3,755 Harley-Davidson shares in Q4 2022, an estimated $135K.
Altshuler Shaham first reported a position in Harley-Davidson in Q4 2021 and held it in 4 quarters.
Altshuler Shaham's Harley-Davidson position peaked at $180K in Q1 2022.
448 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.