Crewe Advisors’s Harley-Davidson HOG Stock Holding History

Crewe 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
2023 Q1	–	Sell	-86	Closed	-$3.58K	–	921
2022 Q4	$3.58K	Sell	86 -86	-50%	-$3.66K	﹤0.01%	740
2022 Q3	$6K	Buy	172 +86	+100%	+$3.23K	﹤0.01%	799
2022 Q2	$3K	Buy	+86	New	+$3.06K	﹤0.01%	895
2018 Q3	–	Sell	-311	Closed	-$13K	–	245
2018 Q2	$13K	Hold	311	–	–	0.01%	198
2018 Q1	$13K	Hold	311	–	–	0.01%	210
2017 Q4	$16K	Buy	+311	New	+$15.1K	0.02%	201

Other funds holding HOG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's HOG Position: Q1 2023 in Review

Crewe Advisors sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 86 shares — an estimated $3.58K sold.

Crewe Advisors first reported a position in HOG in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 435 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

Crewe Advisors reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 86 Harley-Davidson shares in Q1 2023, an estimated $3.58K.
Crewe Advisors first reported a position in Harley-Davidson in Q4 2017 and held it in 6 quarters.
Crewe Advisors's Harley-Davidson position peaked at $16K in Q4 2017.
435 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.