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Convergence Investment Partners’s Harley-Davidson HOG Stock Holding History

Convergence Investment Partners’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
2023
Q1 		– Sell
-3,985
Closed -$166K – 211
2022
Q4 		$166K Buy
+3,985
New +$170K 0.1% 175
2021
Q3 		– Sell
-5,579
Closed -$256K – 243
2021
Q2 		$256K Buy
+5,579
New +$259K 0.11% 184
2018
Q2 		– Sell
-45
Closed -$2K – 568
2018
Q1 		$2K Buy
+45
New +$2.15K ﹤0.01% 943

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Convergence Investment Partners's HOG Position: Q1 2023 in Review

Convergence Investment Partners sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 3,985 shares — an estimated $166K sold.

Convergence Investment Partners first reported a position in HOG in Q1 2018 and held it in 3 quarters. The position peaked at $256K in Q2 2021. 435 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

  • Convergence Investment Partners reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 3,985 Harley-Davidson shares in Q1 2023, an estimated $166K.
  • Convergence Investment Partners first reported a position in Harley-Davidson in Q1 2018 and held it in 3 quarters.
  • Convergence Investment Partners's Harley-Davidson position peaked at $256K in Q2 2021.
  • 435 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.