Kaizen Advisory’s Harley-Davidson HOG Stock Holding History

Kaizen Advisory’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
2018 Q4	$15K	Buy	440 +40	+10%	+$1.57K	0.01%	542
2018 Q3	$18K	Hold	400	–	–	0.01%	533
2018 Q2	$17K	Buy	400 +231	+137%	+$9.74K	0.01%	544
2018 Q1	$7K	Hold	169	–	–	0.01%	539
2017 Q4	$9K	Buy	+169	New	+$8.22K	0.01%	501

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kaizen Advisory's HOG Position: Q4 2018 in Review

Kaizen Advisory increased its Harley-Davidson (HOG) stake by 10% in Q4 2018, buying an estimated $1.57K and bringing the position to 440 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #542.

Kaizen Advisory first reported a position in HOG in Q4 2017 and has held it in 5 quarters since. The position peaked at $18K in Q3 2018. 477 funds tracked by Wall St. Rank hold HOG as of Q4 2018.

Kaizen Advisory held 440 shares of Harley-Davidson worth $15K as of Q4 2018.
Kaizen Advisory bought 40 Harley-Davidson shares in Q4 2018, an estimated $1.57K.
Harley-Davidson made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #542 holding.
Kaizen Advisory first reported a position in Harley-Davidson in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Harley-Davidson position peaked at $18K in Q3 2018.
477 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.