IWP
HOG icon

Icon Wealth Partners’s Harley-Davidson HOG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-759
Closed -$27K – 424
2019
Q1 		$27K Buy
+759
New +$27.6K 0.01% 484
2018
Q3 		– Sell
-736
Closed -$31K – 458
2018
Q2 		$31K Buy
+736
New +$31K 0.01% 486
2018
Q1 		– Sell
-724
Closed -$37K – 458
2017
Q4 		$37K Buy
+724
New +$35.2K 0.02% 482

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Icon Wealth Partners's HOG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Harley-Davidson (HOG) in Q2 2019, closing a stake of 759 shares — an estimated $27K sold.

Icon Wealth Partners first reported a position in HOG in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q4 2017. 460 funds tracked by Wall St. Rank hold HOG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Harley-Davidson position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 759 Harley-Davidson shares in Q2 2019, an estimated $27K.
  • Icon Wealth Partners first reported a position in Harley-Davidson in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Harley-Davidson position peaked at $37K in Q4 2017.
  • 460 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.