IEQ Capital’s Harley-Davidson HOG Stock Holding History

IEQ Capital’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	-4,782	Closed	-$209K	–	1019
2024 Q1	$209K	Buy	+4,782	New	+$177K	﹤0.01%	872

Other funds holding HOG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

IEQ Capital's HOG Position: Q2 2024 in Review

IEQ Capital sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 4,782 shares — an estimated $209K sold.

IEQ Capital first reported a position in HOG in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

IEQ Capital reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
IEQ Capital sold 4,782 Harley-Davidson shares in Q2 2024, an estimated $209K.
IEQ Capital first reported a position in Harley-Davidson in Q1 2024 and held it in 1 quarter.
IEQ Capital's Harley-Davidson position peaked at $209K in Q1 2024.
411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on IEQ Capital's 13F filing for Q2 2024, filed 12 Aug 2024.