AWS
HOG icon

Aris Wealth Services’s Harley-Davidson HOG Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Hold
43
– – ﹤0.01% 325
2015
Q2 		$2K Hold
43
– – ﹤0.01% 461
2015
Q1 		$3K Buy
+43
New +$2.7K ﹤0.01% 438

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's HOG Position: Q3 2015 in Review

Aris Wealth Services held its Harley-Davidson (HOG) position steady in Q3 2015 at 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Aris Wealth Services first reported a position in HOG in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q1 2015. 537 funds tracked by Wall St. Rank hold HOG as of Q3 2015.

  • Aris Wealth Services held 43 shares of Harley-Davidson worth $2K as of Q3 2015.
  • Aris Wealth Services left its Harley-Davidson share count unchanged in Q3 2015.
  • Harley-Davidson made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #325 holding.
  • Aris Wealth Services first reported a position in Harley-Davidson in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Harley-Davidson position peaked at $3K in Q1 2015.
  • 537 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.