AIM
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Anchor Investment Management’s Harley-Davidson HOG Stock Holding History

Anchor Investment 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
2018
Q1 		– Sell
-1,661
Closed -$84.5K – 812
2017
Q4 		$84.5K Sell
1,661
-2,875
-63% -$140K 0.02% 395
2017
Q3 		$219K Sell
4,536
-325
-7% -$15.8K 0.06% 253
2017
Q2 		$263K Sell
4,861
-525
-10% -$29.2K 0.09% 210
2017
Q1 		$326K Sell
5,386
-125
-2% -$7.34K 0.11% 179
2016
Q4 		$322K Hold
5,511
– – 0.12% 170
2016
Q3 		$290K Hold
5,511
– – 0.11% 182
2016
Q2 		$250K Sell
5,511
-2,500
-31% -$115K 0.1% 191
2016
Q1 		$411K Buy
+8,011
New +$350K 0.17% 138

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return