De Burlo Group’s Harley-Davidson HOG Stock Holding History

De Burlo Group’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
2022 Q4	–	Sell	-400	Closed	-$14K	–	129
2022 Q3	$14K	Buy	+400	New	+$15K	﹤0.01%	138
2022 Q2	–	Sell	-400	Closed	-$15.8K	–	139
2022 Q1	$15.8K	Buy	+400	New	+$15.4K	﹤0.01%	138

Other funds holding HOG

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BGC

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

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

JAM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

De Burlo Group's HOG Position: Q4 2022 in Review

De Burlo Group sold out of Harley-Davidson (HOG) in Q4 2022, closing a stake of 400 shares — an estimated $14K sold.

De Burlo Group first reported a position in HOG in Q1 2022 and held it in 2 quarters. The position peaked at $15.8K in Q1 2022. 448 funds tracked by Wall St. Rank hold HOG as of Q4 2022.

De Burlo Group reported no remaining Harley-Davidson position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 400 Harley-Davidson shares in Q4 2022, an estimated $14K.
De Burlo Group first reported a position in Harley-Davidson in Q1 2022 and held it in 2 quarters.
De Burlo Group's Harley-Davidson position peaked at $15.8K in Q1 2022.
448 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.