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Forum Financial Management’s Harley-Davidson HOG Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-5,141
Closed -$202K – 611
2022
Q1 		$202K Buy
+5,141
New +$198K 0.01% 567

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Forum Financial Management's HOG Position: Q2 2022 in Review

Forum Financial Management sold out of Harley-Davidson (HOG) in Q2 2022, closing a stake of 5,141 shares — an estimated $202K sold.

Forum Financial Management first reported a position in HOG in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 401 funds tracked by Wall St. Rank hold HOG as of Q2 2022.

  • Forum Financial Management reported no remaining Harley-Davidson position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 5,141 Harley-Davidson shares in Q2 2022, an estimated $202K.
  • Forum Financial Management first reported a position in Harley-Davidson in Q1 2022 and held it in 1 quarter.
  • Forum Financial Management's Harley-Davidson position peaked at $202K in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.