Joule Financial’s Harley-Davidson HOG Stock Holding History

Joule Financial’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 Q2	–	Sell	-5,692	Closed	-$216K	–	103
2023 Q1	$216K	Buy	+5,692	New	+$250K	0.12%	95

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

BGC

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Joule Financial's HOG Position: Q2 2023 in Review

Joule Financial sold out of Harley-Davidson (HOG) in Q2 2023, closing a stake of 5,692 shares — an estimated $216K sold.

Joule Financial first reported a position in HOG in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 429 funds tracked by Wall St. Rank hold HOG as of Q2 2023.

Joule Financial reported no remaining Harley-Davidson position as of Q2 2023 after selling out during the quarter.
Joule Financial sold 5,692 Harley-Davidson shares in Q2 2023, an estimated $216K.
Joule Financial first reported a position in Harley-Davidson in Q1 2023 and held it in 1 quarter.
Joule Financial's Harley-Davidson position peaked at $216K in Q1 2023.
429 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2023.

Based on Joule Financial's 13F filing for Q2 2023, filed 14 Jul 2023.