Independence Bank of Kentucky’s Harley-Davidson HOG Stock Holding History

Independence Bank of Kentucky’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	-50	Closed	-$2.19K	–	544
2024 Q1	$2.19K	Hold	50	–	–	﹤0.01%	506
2023 Q4	$1.84K	Hold	50	–	–	﹤0.01%	501
2023 Q3	$1.65K	Hold	50	–	–	﹤0.01%	468
2023 Q2	$1.76K	Sell	50 -50	-50%	-$1.75K	﹤0.01%	488
2023 Q1	$3.8K	Hold	100	–	–	﹤0.01%	398
2022 Q4	$4K	Hold	100	–	–	﹤0.01%	397
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	395
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	394
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	383
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	372
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	371
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	359
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	361
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	352
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	355
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	326
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	330
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	328
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	325
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	291
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	295
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	319
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	311
2018 Q2	$4K	Sell	100 -250	-71%	-$10.5K	﹤0.01%	281
2018 Q1	$15K	Hold	350	–	–	0.01%	246
2017 Q4	$18K	Buy	+350	New	+$17K	0.02%	225

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JAM

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

Independence Bank of Kentucky's HOG Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 50 shares — an estimated $2.19K sold.

Independence Bank of Kentucky first reported a position in HOG in Q4 2017 and held it in 26 quarters. The position peaked at $18K in Q4 2017. 410 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

Independence Bank of Kentucky reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 50 Harley-Davidson shares in Q2 2024, an estimated $2.19K.
Independence Bank of Kentucky first reported a position in Harley-Davidson in Q4 2017 and held it in 26 quarters.
Independence Bank of Kentucky's Harley-Davidson position peaked at $18K in Q4 2017.
410 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.