Kiwi Wealth Investments Limited Partnership’s Harley-Davidson HOG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q1	–	Sell	-19,577	Closed	-$718K	–	250
2020 Q4	$718K	Hold	19,577	–	–	0.04%	236
2020 Q3	$480K	Buy	+19,577	New	+$527K	0.03%	231
2019 Q4	–	Sell	-37,699	Closed	-$1.36M	–	193
2019 Q3	$1.36M	Sell	37,699 -3,487	-8%	-$120K	0.11%	162
2019 Q2	$1.48M	Sell	41,186 -24,148	-37%	-$878K	0.13%	154
2019 Q1	$2.33M	Buy	65,334 +4,207	+7%	+$153K	0.21%	120
2018 Q4	$2.09M	Buy	61,127 +10,605	+21%	+$416K	0.22%	111
2018 Q3	$2.29M	Buy	+50,522	New	+$2.19M	0.21%	122
2015 Q2	–	Sell	-133,477	Closed	-$8.11M	–	85
2015 Q1	$8.11M	Sell	133,477 -97,970	-42%	-$6.16M	0.82%	51
2014 Q4	$15.3M	Buy	+231,447	New	+$14.9M	1.52%	29

Other funds holding HOG

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

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

BGC

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's HOG Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Harley-Davidson (HOG) in Q1 2021, closing a stake of 19,577 shares — an estimated $718K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HOG in Q4 2014 and held it in 9 quarters. The position peaked at $15.3M in Q4 2014. 420 funds tracked by Wall St. Rank hold HOG as of Q1 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining Harley-Davidson position as of Q1 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 19,577 Harley-Davidson shares in Q1 2021, an estimated $718K.
Kiwi Wealth Investments Limited Partnership first reported a position in Harley-Davidson in Q4 2014 and held it in 9 quarters.
Kiwi Wealth Investments Limited Partnership's Harley-Davidson position peaked at $15.3M in Q4 2014.
420 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.