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

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return