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Foresters Investment Management’s Harley-Davidson HOG Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-4,666
Closed -$237K – 467
2017
Q4 		$237K Buy
4,666
+756
+19% +$36.8K ﹤0.01% 472
2017
Q3 		$189K Buy
3,910
+1,053
+37% +$51.3K ﹤0.01% 482
2017
Q2 		$154K Buy
+2,857
New +$159K ﹤0.01% 498

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Foresters Investment Management's HOG Position: Q1 2018 in Review

Foresters Investment Management sold out of Harley-Davidson (HOG) in Q1 2018, closing a stake of 4,666 shares — an estimated $237K sold.

Foresters Investment Management first reported a position in HOG in Q2 2017 and held it in 3 quarters. The position peaked at $237K in Q4 2017. 496 funds tracked by Wall St. Rank hold HOG as of Q1 2018.

  • Foresters Investment Management reported no remaining Harley-Davidson position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 4,666 Harley-Davidson shares in Q1 2018, an estimated $237K.
  • Foresters Investment Management first reported a position in Harley-Davidson in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Harley-Davidson position peaked at $237K in Q4 2017.
  • 496 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.