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Geometric Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Geometric Wealth 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
2024
Q2 		– Sell
-9,530
Closed -$417K – 59
2024
Q1 		$417K Buy
+9,530
New +$352K 0.1% 28

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 $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Geometric Wealth Advisors's HOG Position: Q2 2024 in Review

Geometric Wealth Advisors sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 9,530 shares — an estimated $417K sold.

Geometric Wealth Advisors first reported a position in HOG in Q1 2024 and held it in 1 quarter. The position peaked at $417K in Q1 2024. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

  • Geometric Wealth Advisors reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
  • Geometric Wealth Advisors sold 9,530 Harley-Davidson shares in Q2 2024, an estimated $417K.
  • Geometric Wealth Advisors first reported a position in Harley-Davidson in Q1 2024 and held it in 1 quarter.
  • Geometric Wealth Advisors's Harley-Davidson position peaked at $417K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on Geometric Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.