Lehman Financial Resources’s Harley-Davidson HOG Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-800	Closed	-$43K	–	181
2015 Q3	$43K	Hold	800	–	–	0.02%	160
2015 Q2	$45K	Hold	800	–	–	0.02%	162
2015 Q1	$49K	Hold	800	–	–	0.02%	162
2014 Q4	$53K	Hold	800	–	–	0.03%	139
2014 Q3	$47K	Hold	800	–	–	0.02%	155
2014 Q2	$56K	Hold	800	–	–	0.03%	130
2014 Q1	$53K	Hold	800	–	–	0.03%	129
2013 Q4	$55K	Hold	800	–	–	0.03%	115
2013 Q3	$51K	Hold	800	–	–	0.03%	112
2013 Q2	$44K	Buy	+800	New	+$43.2K	0.03%	113

Other funds holding HOG

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lehman Financial Resources's HOG Position: Q4 2015 in Review

Lehman Financial Resources sold out of Harley-Davidson (HOG) in Q4 2015, closing a stake of 800 shares — an estimated $43K sold.

Lehman Financial Resources first reported a position in HOG in Q2 2013 and held it in 10 quarters. The position peaked at $56K in Q2 2014. 542 funds tracked by Wall St. Rank hold HOG as of Q4 2015.

Lehman Financial Resources reported no remaining Harley-Davidson position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 800 Harley-Davidson shares in Q4 2015, an estimated $43K.
Lehman Financial Resources first reported a position in Harley-Davidson in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Harley-Davidson position peaked at $56K in Q2 2014.
542 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.