Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Harley-Davidson HOG Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-481
Closed -$15.9K – 228
2023
Q3 		$15.9K Buy
+481
New +$16.7K ﹤0.01% 296

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 $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legacy Financial Group (Iowa)'s HOG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Harley-Davidson (HOG) in Q4 2023, closing a stake of 481 shares — an estimated $15.9K sold.

Legacy Financial Group (Iowa) first reported a position in HOG in Q3 2023 and held it in 1 quarter. The position peaked at $15.9K in Q3 2023. 420 funds tracked by Wall St. Rank hold HOG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Harley-Davidson position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 481 Harley-Davidson shares in Q4 2023, an estimated $15.9K.
  • Legacy Financial Group (Iowa) first reported a position in Harley-Davidson in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Harley-Davidson position peaked at $15.9K in Q3 2023.
  • 420 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.