Atlas Capital Advisors’s Harley-Davidson HOG Stock Holding History

Atlas 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 Q1	–	Sell	-125	Closed	-$4.61K	–	926
2023 Q4	$4.61K	Hold	125	–	–	﹤0.01%	795
2023 Q3	$4.13K	Hold	125	–	–	﹤0.01%	771
2023 Q2	$4.4K	Sell	125 -5,978	-98%	-$209K	﹤0.01%	788
2023 Q1	$232K	Sell	6,103 -718	-11%	-$31.6K	0.04%	333
2022 Q4	$284K	Hold	6,821	–	–	0.05%	274
2022 Q3	$238K	Buy	+6,821	New	+$256K	0.04%	316
2019 Q3	–	Sell	-8,276	Closed	-$297K	–	666
2019 Q2	$297K	Sell	8,276 -604	-7%	-$22K	0.1%	236
2019 Q1	$317K	Hold	8,880	–	–	0.11%	206
2018 Q4	$303K	Buy	+8,880	New	+$348K	0.12%	208

Other funds holding HOG

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

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

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

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

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return