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

Berman 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
2021 Q3	$49K	Buy	1,352 +177	+15%	+$7.14K	0.01%	677
2021 Q2	$53K	Buy	1,175 +43	+4%	+$2K	0.01%	547
2021 Q1	$45K	Buy	1,132 +403	+55%	+$15K	0.01%	517
2020 Q4	$26K	Hold	729	–	–	0.01%	600
2020 Q3	$17K	Hold	729	–	–	﹤0.01%	638
2020 Q2	$17K	Buy	729 +411	+129%	+$8.94K	﹤0.01%	595
2020 Q1	$6K	Buy	+318	New	+$9.62K	﹤0.01%	836

Other funds holding HOG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HPM

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

JAM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's HOG Position: Q3 2021 in Review

Berman Capital Advisors increased its Harley-Davidson (HOG) stake by 15% in Q3 2021, buying an estimated $7.14K and bringing the position to 1,352 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #677.

Berman Capital Advisors first reported a position in HOG in Q1 2020 and has held it in 7 quarters since. The position peaked at $53K in Q2 2021. 412 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

Berman Capital Advisors held 1,352 shares of Harley-Davidson worth $49K as of Q3 2021.
Berman Capital Advisors bought 177 Harley-Davidson shares in Q3 2021, an estimated $7.14K.
Harley-Davidson made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #677 holding.
Berman Capital Advisors first reported a position in Harley-Davidson in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's Harley-Davidson position peaked at $53K in Q2 2021.
412 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.