IHT Wealth Management’s Harley-Davidson HOG Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-7,003	Closed	-$247K	–	985
2023 Q2	$247K	Buy	+7,003	New	+$245K	0.01%	800
2018 Q2	–	Sell	-743	Closed	-$31K	–	829
2018 Q1	$31K	Hold	743	–	–	0.01%	829
2017 Q4	$38K	Buy	+743	New	+$36.1K	0.01%	774
2017 Q3	–	Sell	-29	Closed	-$27K	–	1479
2017 Q2	$27K	Buy	29 +1	+4%	+$56	0.01%	686
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	1083
2016 Q4	$2K	Buy	+28	New	+$1.6K	﹤0.01%	1038

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JAM

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

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

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

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

IHT Wealth Management's HOG Position: Q3 2023 in Review

IHT Wealth Management sold out of Harley-Davidson (HOG) in Q3 2023, closing a stake of 7,003 shares — an estimated $247K sold.

IHT Wealth Management first reported a position in HOG in Q4 2016 and held it in 6 quarters. The position peaked at $247K in Q2 2023. 415 funds tracked by Wall St. Rank hold HOG as of Q3 2023.

IHT Wealth Management reported no remaining Harley-Davidson position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 7,003 Harley-Davidson shares in Q3 2023, an estimated $247K.
IHT Wealth Management first reported a position in Harley-Davidson in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Harley-Davidson position peaked at $247K in Q2 2023.
415 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.