KI
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Kula Investments’s Harley-Davidson HOG Stock Holding History

Kula Investments’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
Q1 		$353K Buy
9,289
+1,513
+19% +$66.5K 0.09% 412
2022
Q4 		$323K Buy
+7,776
New +$331K 0.1% 364

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 $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's HOG Position: Q1 2023 in Review

Kula Investments increased its Harley-Davidson (HOG) stake by 19% in Q1 2023, buying an estimated $66.5K and bringing the position to 9,289 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #412.

Kula Investments first reported a position in HOG in Q4 2022 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

  • Kula Investments held 9,289 shares of Harley-Davidson worth $353K as of Q1 2023.
  • Kula Investments bought 1,513 Harley-Davidson shares in Q1 2023, an estimated $66.5K.
  • Harley-Davidson made up 0.09% of Kula Investments's portfolio in Q1 2023, its #412 holding.
  • Kula Investments first reported a position in Harley-Davidson in Q4 2022 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.