JB Capital’s Harley-Davidson HOG Stock Holding History

JB 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 Q1	–	Sell	-7,589	Closed	-$280K	–	222
2023 Q4	$280K	Buy	+7,589	New	+$234K	0.02%	171

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

JB Capital's HOG Position: Q1 2024 in Review

JB Capital sold out of Harley-Davidson (HOG) in Q1 2024, closing a stake of 7,589 shares — an estimated $280K sold.

JB Capital first reported a position in HOG in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 413 funds tracked by Wall St. Rank hold HOG as of Q1 2024.

JB Capital reported no remaining Harley-Davidson position as of Q1 2024 after selling out during the quarter.
JB Capital sold 7,589 Harley-Davidson shares in Q1 2024, an estimated $280K.
JB Capital first reported a position in Harley-Davidson in Q4 2023 and held it in 1 quarter.
JB Capital's Harley-Davidson position peaked at $280K in Q4 2023.
413 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2024.

Based on JB Capital's 13F filing for Q1 2024, filed 30 Apr 2024.