Ford Financial Group’s Harley-Davidson HOG Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-8,000	Closed	-$333K	–	42
2022 Q4	$333K	Hold	8,000	–	–	0.13%	88
2022 Q3	$279K	Hold	8,000	–	–	0.12%	94
2022 Q2	$253K	Hold	8,000	–	–	0.1%	97
2022 Q1	$315K	Sell	8,000 -100	-1%	-$3.86K	0.12%	91
2021 Q4	$305K	Buy	8,100 +100	+1%	+$3.73K	0.06%	75
2021 Q3	$292K	Hold	8,000	–	–	0.11%	76
2021 Q2	$366K	Hold	8,000	–	–	0.14%	64
2021 Q1	$320K	Hold	8,000	–	–	0.14%	69
2020 Q4	$293K	Buy	+8,000	New	+$274K	0.14%	67
2020 Q1	–	Sell	-8,000	Closed	-$297K	–	97
2019 Q4	$297K	Hold	8,000	–	–	0.17%	58
2019 Q3	$287K	Hold	8,000	–	–	0.18%	60
2019 Q2	$286K	Hold	8,000	–	–	0.19%	59
2019 Q1	$285K	Hold	8,000	–	–	0.2%	48
2018 Q4	$272K	Buy	+8,000	New	+$314K	0.21%	44

Other funds holding HOG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ford Financial Group's HOG Position: Q1 2023 in Review

Ford Financial Group sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 8,000 shares — an estimated $333K sold.

Ford Financial Group first reported a position in HOG in Q4 2018 and held it in 14 quarters. The position peaked at $366K in Q2 2021. 435 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

Ford Financial Group reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 8,000 Harley-Davidson shares in Q1 2023, an estimated $333K.
Ford Financial Group first reported a position in Harley-Davidson in Q4 2018 and held it in 14 quarters.
Ford Financial Group's Harley-Davidson position peaked at $366K in Q2 2021.
435 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.