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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atlas Capital Advisors's HOG Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Harley-Davidson (HOG) in Q1 2024, closing a stake of 125 shares — an estimated $4.61K sold.

Atlas Capital Advisors first reported a position in HOG in Q4 2018 and held it in 9 quarters. The position peaked at $317K in Q1 2019. 414 funds tracked by Wall St. Rank hold HOG as of Q1 2024.

  • Atlas Capital Advisors reported no remaining Harley-Davidson position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 125 Harley-Davidson shares in Q1 2024, an estimated $4.61K.
  • Atlas Capital Advisors first reported a position in Harley-Davidson in Q4 2018 and held it in 9 quarters.
  • Atlas Capital Advisors's Harley-Davidson position peaked at $317K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.