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Jackson Grant Investment Advisers’s Harley-Davidson HOG Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-28
Closed -$1.03K – 396
2023
Q4 		$1.03K Hold
28
– – ﹤0.01% 383
2023
Q3 		$926 Hold
28
– – ﹤0.01% 385
2023
Q2 		$986 Hold
28
– – ﹤0.01% 403
2023
Q1 		$1.06K Buy
+28
New +$1.23K ﹤0.01% 442

Other funds holding HOG

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jackson Grant Investment Advisers's HOG Position: Q1 2024 in Review

Jackson Grant Investment Advisers sold out of Harley-Davidson (HOG) in Q1 2024, closing a stake of 28 shares — an estimated $1.03K sold.

Jackson Grant Investment Advisers first reported a position in HOG in Q1 2023 and held it in 4 quarters. The position peaked at $1.06K in Q1 2023. 414 funds tracked by Wall St. Rank hold HOG as of Q1 2024.

  • Jackson Grant Investment Advisers reported no remaining Harley-Davidson position as of Q1 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 28 Harley-Davidson shares in Q1 2024, an estimated $1.03K.
  • Jackson Grant Investment Advisers first reported a position in Harley-Davidson in Q1 2023 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's Harley-Davidson position peaked at $1.06K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2024, filed 8 May 2024.