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

Executive 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
2019
Q3 		– Sell
-406
Closed -$15K – 411
2019
Q2 		$15K Buy
406
+6
+2% +$218 ﹤0.01% 524
2019
Q1 		$14K Sell
400
-13
-3% -$473 ﹤0.01% 486
2018
Q4 		$14K Buy
+413
New +$16.2K ﹤0.01% 497

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Executive Wealth Management's HOG Position: Q3 2019 in Review

Executive Wealth Management sold out of Harley-Davidson (HOG) in Q3 2019, closing a stake of 406 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in HOG in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 436 funds tracked by Wall St. Rank hold HOG as of Q3 2019.

  • Executive Wealth Management reported no remaining Harley-Davidson position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 406 Harley-Davidson shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in Harley-Davidson in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Harley-Davidson position peaked at $15K in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.