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

Evermay 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
2024
Q1 		– Sell
-32
Closed -$1.18K – 668
2023
Q4 		$1.18K Hold
32
– – ﹤0.01% 541
2023
Q3 		$1.06K Hold
32
– – ﹤0.01% 525
2023
Q2 		$1.13K Hold
32
– – ﹤0.01% 516
2023
Q1 		$1.22K Hold
32
– – ﹤0.01% 499
2022
Q4 		$1.33K Buy
+32
New +$1.36K ﹤0.01% 505

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evermay Wealth Management's HOG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Harley-Davidson (HOG) in Q1 2024, closing a stake of 32 shares — an estimated $1.18K sold.

Evermay Wealth Management first reported a position in HOG in Q4 2022 and held it in 5 quarters. The position peaked at $1.33K in Q4 2022. 414 funds tracked by Wall St. Rank hold HOG as of Q1 2024.

  • Evermay Wealth Management reported no remaining Harley-Davidson position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 32 Harley-Davidson shares in Q1 2024, an estimated $1.18K.
  • Evermay Wealth Management first reported a position in Harley-Davidson in Q4 2022 and held it in 5 quarters.
  • Evermay Wealth Management's Harley-Davidson position peaked at $1.33K in Q4 2022.
  • 414 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.