CIM
HOG icon

Calvert Investment Management’s Harley-Davidson HOG Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-12,235
Closed -$714K – 258
2016
Q4 		$714K Sell
12,235
-600
-5% -$34.2K 0.03% 464
2016
Q3 		$675K Buy
12,835
+630
+5% +$32.6K 0.02% 476
2016
Q2 		$553K Buy
12,205
+1,290
+12% +$59.4K 0.02% 482
2016
Q1 		$560K Buy
10,915
+625
+6% +$27.3K 0.02% 454
2015
Q4 		$467K Buy
10,290
+2,177
+27% +$107K 0.02% 470
2015
Q3 		$445K Buy
8,113
+410
+5% +$23.1K 0.02% 377
2015
Q2 		$434K Sell
7,703
-1,811
-19% -$104K 0.02% 393
2015
Q1 		$578K Buy
9,514
+1,059
+13% +$66.6K 0.04% 324
2014
Q4 		$557K Buy
8,455
+481
+6% +$31.1K 0.04% 314
2014
Q3 		$464K Buy
+7,974
New +$510K 0.03% 335

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calvert Investment Management's HOG Position: Q1 2017 in Review

Calvert Investment Management sold out of Harley-Davidson (HOG) in Q1 2017, closing a stake of 12,235 shares — an estimated $714K sold.

Calvert Investment Management first reported a position in HOG in Q3 2014 and held it in 10 quarters. The position peaked at $714K in Q4 2016. 545 funds tracked by Wall St. Rank hold HOG as of Q1 2017.

  • Calvert Investment Management reported no remaining Harley-Davidson position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 12,235 Harley-Davidson shares in Q1 2017, an estimated $714K.
  • Calvert Investment Management first reported a position in Harley-Davidson in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Harley-Davidson position peaked at $714K in Q4 2016.
  • 545 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.