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Geneva Advisors’s Harley-Davidson HOG Stock Holding History

Geneva 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
2017
Q2 		$213K Buy
3,937
+200
+5% +$11.1K ﹤0.01% 670
2017
Q1 		$226K Sell
3,737
-254
-6% -$14.9K ﹤0.01% 656
2016
Q4 		$233K Buy
+3,991
New +$228K ﹤0.01% 640
2015
Q3 		– Sell
-3,767
Closed -$212K – 665
2015
Q2 		$212K Buy
+3,767
New +$215K ﹤0.01% 597

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geneva Advisors's HOG Position: Q2 2017 in Review

Geneva Advisors increased its Harley-Davidson (HOG) stake by 5.4% in Q2 2017, buying an estimated $11.1K and bringing the position to 3,937 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Geneva Advisors first reported a position in HOG in Q2 2015 and has held it in 4 quarters since. The position peaked at $233K in Q4 2016. 527 funds tracked by Wall St. Rank hold HOG as of Q2 2017.

  • Geneva Advisors held 3,937 shares of Harley-Davidson worth $213K as of Q2 2017.
  • Geneva Advisors bought 200 Harley-Davidson shares in Q2 2017, an estimated $11.1K.
  • Harley-Davidson made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #670 holding.
  • Geneva Advisors first reported a position in Harley-Davidson in Q2 2015 and has held it in 4 quarters since.
  • Geneva Advisors's Harley-Davidson position peaked at $233K in Q4 2016.
  • 527 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.