CSat Investment Advisory’s Harley-Davidson HOG Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-444	Closed	-$11K	–	717
2020 Q3	$11K	Sell	444 -6,251	-93%	-$168K	﹤0.01%	1020
2020 Q2	$159K	Sell	6,695 -9,471	-59%	-$206K	0.02%	355
2020 Q1	$306K	Buy	16,166 +2,767	+21%	+$83.7K	0.07%	183
2019 Q4	$498K	Buy	13,399 +1,917	+17%	+$71.4K	0.13%	148
2019 Q3	$413K	Buy	11,482 +9,602	+511%	+$329K	0.13%	147
2019 Q2	$68K	Buy	1,880 +605	+47%	+$22K	0.02%	374
2019 Q1	$45K	Buy	1,275 +10	+0.8%	+$364	0.02%	172
2018 Q4	$43K	Buy	1,265 +637	+101%	+$25K	0.03%	166
2018 Q3	$28K	Sell	628 -2,504	-80%	-$109K	0.02%	178
2018 Q2	$132K	Buy	+3,132	New	+$132K	0.07%	131

Other funds holding HOG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CSat Investment Advisory's HOG Position: Q4 2020 in Review

CSat Investment Advisory sold out of Harley-Davidson (HOG) in Q4 2020, closing a stake of 444 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in HOG in Q2 2018 and held it in 10 quarters. The position peaked at $498K in Q4 2019. 426 funds tracked by Wall St. Rank hold HOG as of Q4 2020.

CSat Investment Advisory reported no remaining Harley-Davidson position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 444 Harley-Davidson shares in Q4 2020, an estimated $11K.
CSat Investment Advisory first reported a position in Harley-Davidson in Q2 2018 and held it in 10 quarters.
CSat Investment Advisory's Harley-Davidson position peaked at $498K in Q4 2019.
426 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.