Kovitz Investment Group Partners
HOG icon

Kovitz Investment Group Partners’s Harley-Davidson HOG Stock Holding History

Kovitz Investment Group Partners’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
2019
Q1 		– Sell
-431,173
Closed -$14.7M – 362
2018
Q4 		$14.7M Sell
431,173
-243,726
-36% -$9.56M 0.59% 37
2018
Q3 		$30.6M Sell
674,899
-32,902
-5% -$1.43M 1.39% 31
2018
Q2 		$29.8M Sell
707,801
-62
-0% -$2.61K 1.39% 31
2018
Q1 		$30.4M Sell
707,863
-5,964
-0.8% -$285K 1.47% 29
2017
Q4 		$36.3K Sell
713,827
-14,205
-2% -$691K 1.56% 28
2017
Q3 		$35.1M Buy
728,032
+25,331
+4% +$1.23M 1.75% 27
2017
Q2 		$38M Buy
702,701
+109,959
+19% +$6.12M 2.03% 25
2017
Q1 		$35.9M Sell
592,742
-128,137
-18% -$7.53M 1.98% 25
2016
Q4 		$42.1M Sell
720,879
-17,312
-2% -$987K 2.45% 20
2016
Q3 		$38.8M Sell
738,191
-5,814
-0.8% -$301K 2.39% 19
2016
Q2 		$30.6M Sell
744,005
-26,835
-3% -$1.24M 2.13% 22
2016
Q1 		$39.6M Buy
+770,840
New +$33.6M 2.34% 18

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Dodge & Cox
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Invesco
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return