Evercore Wealth Management’s Harley-Davidson HOG Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-450	Closed	-$23K	–	535
2017 Q4	$23K	Hold	450	–	–	﹤0.01%	707
2017 Q3	$21K	Hold	450	–	–	﹤0.01%	706
2017 Q2	$24K	Hold	450	–	–	﹤0.01%	689
2017 Q1	$27K	Hold	450	–	–	﹤0.01%	706
2016 Q4	$27K	Sell	450 -224	-33%	-$12.8K	﹤0.01%	712
2016 Q3	$36K	Hold	674	–	–	﹤0.01%	666
2016 Q2	$31K	Hold	674	–	–	﹤0.01%	680
2016 Q1	$35K	Sell	674 -136	-17%	-$5.93K	﹤0.01%	633
2015 Q4	$37K	Buy	810 +360	+80%	+$17.7K	﹤0.01%	650
2015 Q3	$24K	Sell	450 -100	-18%	-$5.64K	﹤0.01%	708
2015 Q2	$31K	Hold	550	–	–	﹤0.01%	714
2015 Q1	$33K	Hold	550	–	–	﹤0.01%	688
2014 Q4	$36K	Hold	550	–	–	﹤0.01%	586
2014 Q3	$32K	Hold	550	–	–	﹤0.01%	674
2014 Q2	$38K	Hold	550	–	–	﹤0.01%	648
2014 Q1	$37K	Hold	550	–	–	﹤0.01%	644
2013 Q4	$38K	Hold	550	–	–	﹤0.01%	596
2013 Q3	$36K	Hold	550	–	–	﹤0.01%	608
2013 Q2	$30K	Buy	+550	New	+$29.7K	﹤0.01%	623

Other funds holding HOG

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return