Kovitz Investment Group Partners
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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 0.58% 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 1.46% 29
2017
Q4 		$36.3M Sell
713,827
-14,205
-2% -$691K 1.55% 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 2.02% 25
2017
Q1 		$35.9M Sell
592,742
-128,137
-18% -$7.53M 1.97% 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

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kovitz Investment Group Partners's HOG Position: Q1 2019 in Review

Kovitz Investment Group Partners sold out of Harley-Davidson (HOG) in Q1 2019, closing a stake of 431,173 shares — an estimated $14.7M sold.

Kovitz Investment Group Partners first reported a position in HOG in Q1 2016 and held it in 12 quarters. The position peaked at $42.1M in Q4 2016. 470 funds tracked by Wall St. Rank hold HOG as of Q1 2019.

  • Kovitz Investment Group Partners reported no remaining Harley-Davidson position as of Q1 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 431,173 Harley-Davidson shares in Q1 2019, an estimated $14.7M.
  • Kovitz Investment Group Partners first reported a position in Harley-Davidson in Q1 2016 and held it in 12 quarters.
  • Kovitz Investment Group Partners's Harley-Davidson position peaked at $42.1M in Q4 2016.
  • 470 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2019, filed 15 May 2019.