Echo Street Capital Management’s Harley-Davidson HOG Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-21,300	Closed	-$704K	–	194
2023 Q3	$704K	Sell	21,300 -397	-2%	-$13.8K	0.01%	198
2023 Q2	$764K	Buy	21,697 +6,875	+46%	+$240K	0.01%	187
2023 Q1	$563K	Sell	14,822 -2,399	-14%	-$105K	0.01%	234
2022 Q4	$716K	Sell	17,221 -5,597	-25%	-$238K	0.01%	214
2022 Q3	$796K	Buy	+22,818	New	+$857K	0.01%	191
2022 Q1	–	Sell	-24,467	Closed	-$922K	–	669
2021 Q4	$922K	Buy	24,467 +16,205	+196%	+$605K	0.01%	270
2021 Q3	$302K	Buy	+8,262	New	+$333K	﹤0.01%	523
2021 Q1	–	Sell	-23,611	Closed	-$867K	–	552
2020 Q4	$867K	Buy	+23,611	New	+$810K	0.01%	180

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

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

BGC

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

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's HOG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Harley-Davidson (HOG) in Q4 2023, closing a stake of 21,300 shares — an estimated $704K sold.

Echo Street Capital Management first reported a position in HOG in Q4 2020 and held it in 8 quarters. The position peaked at $922K in Q4 2021. 420 funds tracked by Wall St. Rank hold HOG as of Q4 2023.

Echo Street Capital Management reported no remaining Harley-Davidson position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 21,300 Harley-Davidson shares in Q4 2023, an estimated $704K.
Echo Street Capital Management first reported a position in Harley-Davidson in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Harley-Davidson position peaked at $922K in Q4 2021.
420 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.