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Annis Gardner Whiting Capital Advisors’s Harley-Davidson HOG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q3 		– Sell
-3,600
Closed -$121K – 835
2024
Q2 		$121K Hold
3,600
– – 0.03% 276
2024
Q1 		$157K Buy
+3,600
New +$133K 0.06% 221

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HOG Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Harley-Davidson (HOG) in Q3 2024, closing a stake of 3,600 shares — an estimated $121K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HOG in Q1 2024 and held it in 2 quarters. The position peaked at $157K in Q1 2024. 419 funds tracked by Wall St. Rank hold HOG as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Harley-Davidson position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,600 Harley-Davidson shares in Q3 2024, an estimated $121K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Harley-Davidson in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Harley-Davidson position peaked at $157K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.