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Cassady Schiller Wealth Management’s Harley-Davidson HOG Stock Holding History

Cassady Schiller Wealth 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
2024
Q3 		– Sell
-100
Closed -$3.35K – 471
2024
Q2 		$3.35K Hold
100
– – ﹤0.01% 365
2024
Q1 		$4.37K Hold
100
– – ﹤0.01% 379
2023
Q4 		$3.68K Hold
100
– – ﹤0.01% 371
2023
Q3 		$3.31K Buy
+100
New +$3.48K ﹤0.01% 392

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 $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cassady Schiller Wealth Management's HOG Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of Harley-Davidson (HOG) in Q3 2024, closing a stake of 100 shares — an estimated $3.35K sold.

Cassady Schiller Wealth Management first reported a position in HOG in Q3 2023 and held it in 4 quarters. The position peaked at $4.37K in Q1 2024. 420 funds tracked by Wall St. Rank hold HOG as of Q3 2024.

  • Cassady Schiller Wealth Management reported no remaining Harley-Davidson position as of Q3 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 100 Harley-Davidson shares in Q3 2024, an estimated $3.35K.
  • Cassady Schiller Wealth Management first reported a position in Harley-Davidson in Q3 2023 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's Harley-Davidson position peaked at $4.37K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.