BA
HOG icon

Ballew Advisors’s Harley-Davidson HOG Stock Holding History

Ballew 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
2018
Q4 		– Sell
-3,120
Closed -$112K – 244
2018
Q3 		$112K Hold
3,120
– – 0.1% 110
2018
Q2 		$131K Hold
3,120
– – 0.15% 98
2018
Q1 		$134K Buy
+3,120
New +$149K 0.12% 104

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Ballew Advisors's HOG Position: Q4 2018 in Review

Ballew Advisors sold out of Harley-Davidson (HOG) in Q4 2018, closing a stake of 3,120 shares — an estimated $112K sold.

Ballew Advisors first reported a position in HOG in Q1 2018 and held it in 3 quarters. The position peaked at $134K in Q1 2018. 478 funds tracked by Wall St. Rank hold HOG as of Q4 2018.

  • Ballew Advisors reported no remaining Harley-Davidson position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 3,120 Harley-Davidson shares in Q4 2018, an estimated $112K.
  • Ballew Advisors first reported a position in Harley-Davidson in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Harley-Davidson position peaked at $134K in Q1 2018.
  • 478 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.