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JP Morgan Private Wealth Advisors’s Harley-Davidson HOG Stock Holding History

JP Morgan Private Wealth Advisors’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
-6,700
Closed -$254K – 1657
2023
Q1 		$254K Buy
6,700
+130
+2% +$5.71K ﹤0.01% 1742
2022
Q4 		$273K Buy
6,570
+99
+2% +$4.21K ﹤0.01% 1690
2022
Q3 		$226K Buy
6,471
+51
+0.8% +$1.92K ﹤0.01% 1763
2022
Q2 		$203K Sell
6,420
-134
-2% -$4.76K ﹤0.01% 1820
2022
Q1 		$258K Sell
6,554
-103
-2% -$3.97K ﹤0.01% 1813
2021
Q4 		$251K Buy
6,657
+16
+0.2% +$597 ﹤0.01% 1823
2021
Q3 		$243K Sell
6,641
-98,492
-94% -$3.97M ﹤0.01% 1777
2021
Q2 		$4.82M Buy
+105,133
New +$4.88M 0.01% 605
2021
Q1 		– Sell
-11,955
Closed -$439K – 1771
2020
Q4 		$439K Sell
11,955
-528
-4% -$18.1K ﹤0.01% 1337
2020
Q3 		$306K Buy
12,483
+970
+8% +$26.1K ﹤0.01% 1356
2020
Q2 		$274K Buy
+11,513
New +$250K ﹤0.01% 1348
2016
Q4 		– Sell
-4,411
Closed -$231K – 1268
2016
Q3 		$231K Buy
+4,411
New +$228K ﹤0.01% 1091
2016
Q2 		– Sell
-4,046
Closed -$208K – 1283
2016
Q1 		$208K Buy
+4,046
New +$177K ﹤0.01% 1066
2015
Q3 		– Sell
-4,129
Closed -$233K – 1090
2015
Q2 		$233K Sell
4,129
-691
-14% -$39.5K ﹤0.01% 932
2015
Q1 		$293K Buy
+4,820
New +$303K ﹤0.01% 898
2014
Q4 		– Sell
-6,489
Closed -$378K – 1111
2014
Q3 		$378K Buy
+6,489
New +$415K ﹤0.01% 776

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 $154M AUM 19.94% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HOG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Harley-Davidson (HOG) in Q2 2023, closing a stake of 6,700 shares — an estimated $254K sold.

JP Morgan Private Wealth Advisors first reported a position in HOG in Q3 2014 and held it in 16 quarters. The position peaked at $4.82M in Q2 2021. 430 funds tracked by Wall St. Rank hold HOG as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Harley-Davidson position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,700 Harley-Davidson shares in Q2 2023, an estimated $254K.
  • JP Morgan Private Wealth Advisors first reported a position in Harley-Davidson in Q3 2014 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Harley-Davidson position peaked at $4.82M in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.