GoalVest Advisory’s Harley-Davidson HOG Stock Holding History

GoalVest Advisory’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	-10	Closed	–	–	402
2022 Q1	$0	Buy	+10	New	+$386	﹤0.01%	430

Other funds holding HOG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GoalVest Advisory's HOG Position: Q2 2022 in Review

GoalVest Advisory sold out of Harley-Davidson (HOG) in Q2 2022, closing a stake of 10 shares.

GoalVest Advisory first reported a position in HOG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 401 funds tracked by Wall St. Rank hold HOG as of Q2 2022.

GoalVest Advisory reported no remaining Harley-Davidson position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 10 Harley-Davidson shares in Q2 2022.
GoalVest Advisory first reported a position in Harley-Davidson in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Harley-Davidson position peaked at $0 in Q1 2022.
401 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.