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

Capital Performance 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
Q4 		– Sell
-544
Closed -$21K – 1258
2024
Q3 		$21K Buy
+544
New +$19.7K 0.01% 592

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 $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's HOG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Harley-Davidson (HOG) in Q4 2024, closing a stake of 544 shares — an estimated $21K sold.

Capital Performance Advisors first reported a position in HOG in Q3 2024 and held it in 1 quarter. The position peaked at $21K in Q3 2024. 409 funds tracked by Wall St. Rank hold HOG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Harley-Davidson position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 544 Harley-Davidson shares in Q4 2024, an estimated $21K.
  • Capital Performance Advisors first reported a position in Harley-Davidson in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Harley-Davidson position peaked at $21K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.