Hamilton Wealth’s Harley-Davidson HOG Stock Holding History

Hamilton Wealth’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
2023 Q1	–	Sell	-6,866	Closed	-$286K	–	96
2022 Q4	$286K	Buy	6,866 +13	+0.2%	+$553	0.12%	64
2022 Q3	$239K	Buy	+6,853	New	+$257K	0.1%	73

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Hamilton Wealth's HOG Position: Q1 2023 in Review

Hamilton Wealth sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 6,866 shares — an estimated $286K sold.

Hamilton Wealth first reported a position in HOG in Q3 2022 and held it in 2 quarters. The position peaked at $286K in Q4 2022. 434 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

Hamilton Wealth reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
Hamilton Wealth sold 6,866 Harley-Davidson shares in Q1 2023, an estimated $286K.
Hamilton Wealth first reported a position in Harley-Davidson in Q3 2022 and held it in 2 quarters.
Hamilton Wealth's Harley-Davidson position peaked at $286K in Q4 2022.
434 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Hamilton Wealth's 13F filing for Q1 2023, filed 8 May 2023.