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Evoke Wealth’s Harley-Davidson HOG Stock Holding History

Evoke 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
2022
Q4 		– Sell
-87
Closed -$3K – 710
2022
Q3 		$3K Hold
87
– – ﹤0.01% 967
2022
Q2 		$3K Sell
87
-20
-19% -$711 ﹤0.01% 981
2022
Q1 		$4K Sell
107
-17
-14% -$656 ﹤0.01% 948
2021
Q4 		$5K Sell
124
-4
-3% -$149 ﹤0.01% 892
2021
Q3 		$4K Hold
128
– – ﹤0.01% 883
2021
Q2 		$6K Hold
128
– – ﹤0.01% 831
2021
Q1 		$5K Hold
128
– – ﹤0.01% 844
2020
Q4 		$5K Buy
128
+37
+41% +$1.27K ﹤0.01% 715
2020
Q3 		$2K Sell
91
-39
-30% -$1.05K ﹤0.01% 844
2020
Q2 		$3K Buy
130
+47
+57% +$1.02K ﹤0.01% 790
2020
Q1 		$1.57K Buy
83
+64
+337% +$1.94K ﹤0.01% 847
2019
Q4 		$707 Hold
19
– – ﹤0.01% 1172
2019
Q3 		$683 Buy
+19
New +$652 ﹤0.01% 1337

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Evoke Wealth's HOG Position: Q4 2022 in Review

Evoke Wealth sold out of Harley-Davidson (HOG) in Q4 2022, closing a stake of 87 shares — an estimated $3K sold.

Evoke Wealth first reported a position in HOG in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q2 2021. 448 funds tracked by Wall St. Rank hold HOG as of Q4 2022.

  • Evoke Wealth reported no remaining Harley-Davidson position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 87 Harley-Davidson shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Harley-Davidson in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Harley-Davidson position peaked at $6K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.