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Evergreen Private Wealth’s Harley-Davidson HOG Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-68
Closed -$1.6K – 268
2025
Q2 		$1.6K Buy
+68
New +$1.61K ﹤0.01% 270

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evergreen Private Wealth's HOG Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Harley-Davidson (HOG) in Q3 2025, closing a stake of 68 shares — an estimated $1.6K sold.

Evergreen Private Wealth first reported a position in HOG in Q2 2025 and held it in 1 quarter. The position peaked at $1.6K in Q2 2025. 403 funds tracked by Wall St. Rank hold HOG as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Harley-Davidson position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 68 Harley-Davidson shares in Q3 2025, an estimated $1.6K.
  • Evergreen Private Wealth first reported a position in Harley-Davidson in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Harley-Davidson position peaked at $1.6K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.