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Evolution Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-80
Closed -$3K – 360
2021
Q3 		$3K Hold
80
– – ﹤0.01% 606
2021
Q2 		$4K Hold
80
– – ﹤0.01% 549
2021
Q1 		$3K Hold
80
– – ﹤0.01% 599
2020
Q4 		$3K Hold
80
– – ﹤0.01% 520
2020
Q3 		$2K Hold
80
– – ﹤0.01% 541
2020
Q2 		$2K Buy
+80
New +$1.74K ﹤0.01% 480
2020
Q1 		– Sell
-48
Closed -$2K – 456
2019
Q4 		$2K Buy
+48
New +$1.79K ﹤0.01% 572

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Evolution Wealth Advisors's HOG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Harley-Davidson (HOG) in Q4 2021, closing a stake of 80 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in HOG in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 429 funds tracked by Wall St. Rank hold HOG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Harley-Davidson position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 80 Harley-Davidson shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Harley-Davidson in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Harley-Davidson position peaked at $4K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.