Baldwin Wealth Partners’s Harley-Davidson HOG Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-10	Closed	-$385	–	583
2024 Q3	$385	Hold	10	–	–	﹤0.01%	1038
2024 Q2	$335	Hold	10	–	–	﹤0.01%	748
2024 Q1	$437	Hold	10	–	–	﹤0.01%	674
2023 Q4	$368	Hold	10	–	–	﹤0.01%	701
2023 Q3	$331	Hold	10	–	–	﹤0.01%	733
2023 Q2	$352	Hold	10	–	–	﹤0.01%	748
2023 Q1	$380	Hold	10	–	–	﹤0.01%	781
2022 Q4	$416	Hold	10	–	–	﹤0.01%	766
2022 Q3	$0	Hold	10	–	–	﹤0.01%	685
2022 Q2	$0	Hold	10	–	–	﹤0.01%	697
2022 Q1	$0	Hold	10	–	–	﹤0.01%	679
2021 Q4	$0	Hold	10	–	–	﹤0.01%	642
2021 Q3	$0	Hold	10	–	–	﹤0.01%	655
2021 Q2	$0	Hold	10	–	–	﹤0.01%	659
2021 Q1	$0	Hold	10	–	–	﹤0.01%	628
2020 Q4	$0	Hold	10	–	–	﹤0.01%	558
2020 Q3	$0	Hold	10	–	–	﹤0.01%	542
2020 Q2	$0	Hold	10	–	–	﹤0.01%	540
2020 Q1	$0	Hold	10	–	–	﹤0.01%	557
2019 Q4	$0	Hold	10	–	–	﹤0.01%	543
2019 Q3	$0	Hold	10	–	–	﹤0.01%	531
2019 Q2	$0	Hold	10	–	–	﹤0.01%	515
2019 Q1	$0	Hold	10	–	–	﹤0.01%	518
2018 Q4	$0	Hold	10	–	–	﹤0.01%	520
2018 Q3	$0	Sell	10 -40	-80%	-$1.74K	﹤0.01%	525
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	496
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	474
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	451
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	465
2017 Q2	$3K	Buy	+50	New	+$2.78K	﹤0.01%	453

Other funds holding HOG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baldwin Wealth Partners's HOG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Harley-Davidson (HOG) in Q4 2024, closing a stake of 10 shares — an estimated $385 sold.

Baldwin Wealth Partners first reported a position in HOG in Q2 2017 and held it in 30 quarters. The position peaked at $3K in Q4 2017. 409 funds tracked by Wall St. Rank hold HOG as of Q4 2024.

Baldwin Wealth Partners reported no remaining Harley-Davidson position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 10 Harley-Davidson shares in Q4 2024, an estimated $385.
Baldwin Wealth Partners first reported a position in Harley-Davidson in Q2 2017 and held it in 30 quarters.
Baldwin Wealth Partners's Harley-Davidson position peaked at $3K in Q4 2017.
409 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.