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Disciplined Investments’s Harley-Davidson HOG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-30
Closed -$1.06K – 733
2023
Q2 		$1.06K Sell
30
-3
-9% -$105 ﹤0.01% 944
2023
Q1 		$1.25K Sell
33
-5
-13% -$220 ﹤0.01% 864
2022
Q4 		$1.58K Hold
38
– – ﹤0.01% 709
2022
Q3 		$1K Buy
38
+15
+65% +$563 ﹤0.01% 935
2022
Q2 		$1K Sell
23
-5
-18% -$178 ﹤0.01% 956
2022
Q1 		$1K Buy
+28
New +$1.08K ﹤0.01% 1015

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's HOG Position: Q3 2023 in Review

Disciplined Investments sold out of Harley-Davidson (HOG) in Q3 2023, closing a stake of 30 shares — an estimated $1.06K sold.

Disciplined Investments first reported a position in HOG in Q1 2022 and held it in 6 quarters. The position peaked at $1.58K in Q4 2022. 415 funds tracked by Wall St. Rank hold HOG as of Q3 2023.

  • Disciplined Investments reported no remaining Harley-Davidson position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 30 Harley-Davidson shares in Q3 2023, an estimated $1.06K.
  • Disciplined Investments first reported a position in Harley-Davidson in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Harley-Davidson position peaked at $1.58K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.