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EP Wealth Advisors’s Harley-Davidson HOG Stock Holding History

EP Wealth 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
2024
Q4 		– Sell
-6,519
Closed -$251K – 1277
2024
Q3 		$251K Buy
+6,519
New +$236K ﹤0.01% 933
2023
Q4 		– Sell
-6,601
Closed -$218K – 824
2023
Q3 		$218K Sell
6,601
-32,114
-83% -$1.12M ﹤0.01% 645
2023
Q2 		$256K Buy
38,715
+26,515
+217% +$926K ﹤0.01% 596
2023
Q1 		$41.6K Buy
12,200
+5,614
+85% +$247K ﹤0.01% 610
2022
Q4 		$274K Buy
+6,586
New +$280K ﹤0.01% 484
2022
Q3 		– Sell
-7,217
Closed -$228K – 454
2022
Q2 		$228K Buy
+7,217
New +$257K 0.01% 542

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EP Wealth Advisors's HOG Position: Q4 2024 in Review

EP Wealth Advisors sold out of Harley-Davidson (HOG) in Q4 2024, closing a stake of 6,519 shares — an estimated $251K sold.

EP Wealth Advisors first reported a position in HOG in Q2 2022 and held it in 6 quarters. The position peaked at $274K in Q4 2022. 409 funds tracked by Wall St. Rank hold HOG as of Q4 2024.

  • EP Wealth Advisors reported no remaining Harley-Davidson position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 6,519 Harley-Davidson shares in Q4 2024, an estimated $251K.
  • EP Wealth Advisors first reported a position in Harley-Davidson in Q2 2022 and held it in 6 quarters.
  • EP Wealth Advisors's Harley-Davidson position peaked at $274K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.