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Essex Investment Management’s Harley-Davidson HOG Stock Holding History

Essex Investment 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
2019
Q3 		– Sell
-31,950
Closed -$1.15M – 480
2019
Q2 		$1.15M Buy
31,950
+12,853
+67% +$467K 0.16% 203
2019
Q1 		$681K Sell
19,097
-2,851
-13% -$104K 0.1% 237
2018
Q4 		$749K Sell
21,948
-1,004
-4% -$39.4K 0.12% 228
2018
Q3 		$1.04M Buy
+22,952
New +$996K 0.12% 224

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Essex Investment Management's HOG Position: Q3 2019 in Review

Essex Investment Management sold out of Harley-Davidson (HOG) in Q3 2019, closing a stake of 31,950 shares — an estimated $1.15M sold.

Essex Investment Management first reported a position in HOG in Q3 2018 and held it in 4 quarters. The position peaked at $1.15M in Q2 2019. 436 funds tracked by Wall St. Rank hold HOG as of Q3 2019.

  • Essex Investment Management reported no remaining Harley-Davidson position as of Q3 2019 after selling out during the quarter.
  • Essex Investment Management sold 31,950 Harley-Davidson shares in Q3 2019, an estimated $1.15M.
  • Essex Investment Management first reported a position in Harley-Davidson in Q3 2018 and held it in 4 quarters.
  • Essex Investment Management's Harley-Davidson position peaked at $1.15M in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2019.

Based on Essex Investment Management's 13F filing for Q3 2019, filed 22 Oct 2019.