Loring Wolcott & Coolidge Fiduciary Advisors’s Harley-Davidson HOG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020 Q3	–	Sell	-725	Closed	-$17K	–	600
2020 Q2	$17K	Hold	725	–	–	﹤0.01%	467
2020 Q1	$14K	Buy	+725	New	+$21.9K	﹤0.01%	506
2019 Q4	–	Sell	-2,500	Closed	-$90K	–	686
2019 Q3	$90K	Hold	2,500	–	–	﹤0.01%	352
2019 Q2	$90K	Hold	2,500	–	–	﹤0.01%	344
2019 Q1	$89K	Hold	2,500	–	–	﹤0.01%	335
2018 Q4	$85K	Hold	2,500	–	–	﹤0.01%	340
2018 Q3	$113K	Sell	2,500 -100	-4%	-$4.34K	﹤0.01%	338
2018 Q2	$109K	Hold	2,600	–	–	﹤0.01%	345
2018 Q1	$111K	Hold	2,600	–	–	﹤0.01%	355
2017 Q4	$132K	Sell	2,600 -15	-0.6%	-$729	﹤0.01%	331
2017 Q3	$126K	Buy	2,615 +15	+0.6%	+$730	﹤0.01%	331
2017 Q2	$127K	Hold	2,600	–	–	﹤0.01%	326
2017 Q1	$157K	Hold	2,600	–	–	﹤0.01%	293
2016 Q4	$152K	Hold	2,600	–	–	﹤0.01%	295
2016 Q3	$137K	Hold	2,600	–	–	﹤0.01%	305
2016 Q2	$118K	Hold	2,600	–	–	﹤0.01%	313
2016 Q1	$133K	Hold	2,600	–	–	﹤0.01%	289
2015 Q4	$118K	Sell	2,600 -2,275	-47%	-$112K	﹤0.01%	325
2015 Q3	$275K	Hold	4,875	–	–	0.01%	249
2015 Q2	$275K	Hold	4,875	–	–	0.01%	249
2015 Q1	$296K	Hold	4,875	–	–	0.01%	252
2014 Q4	$321K	Hold	4,875	–	–	0.01%	236
2014 Q3	$284K	Hold	4,875	–	–	0.01%	230
2014 Q2	$341K	Hold	4,875	–	–	0.01%	224
2014 Q1	$325K	Sell	4,875 -1,550	-24%	-$103K	0.01%	221
2013 Q4	$445K	Hold	6,425	–	–	0.01%	194
2013 Q3	$413K	Hold	6,425	–	–	0.01%	196
2013 Q2	$352K	Buy	+6,425	New	+$347K	0.01%	211

Other funds holding HOG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HOG Position: Q3 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Harley-Davidson (HOG) in Q3 2020, closing a stake of 725 shares — an estimated $17K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HOG in Q2 2013 and held it in 28 quarters. The position peaked at $445K in Q4 2013. 382 funds tracked by Wall St. Rank hold HOG as of Q3 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Harley-Davidson position as of Q3 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 725 Harley-Davidson shares in Q3 2020, an estimated $17K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Harley-Davidson in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Harley-Davidson position peaked at $445K in Q4 2013.
382 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.