LC
HOG icon

Lourd Capital’s Harley-Davidson HOG Stock Holding History

Lourd Capital’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
2018
Q1 		– Sell
-5,442
Closed -$277K – 202
2017
Q4 		$277K Buy
5,442
+30
+0.6% +$1.46K 0.02% 255
2017
Q3 		$261K Buy
5,412
+50
+0.9% +$2.43K 0.02% 96
2017
Q2 		$290K Sell
5,362
-33
-0.6% -$1.84K 0.03% 92
2017
Q1 		$326K Sell
5,395
-6
-0.1% -$352 0.03% 77
2016
Q4 		$315K Sell
5,401
-6
-0.1% -$342 0.03% 70
2016
Q3 		$284K Buy
5,407
+3
+0.1% +$155 0.03% 75
2016
Q2 		$245K Buy
5,404
+7
+0.1% +$322 0.07% 97
2016
Q1 		$277K Sell
5,397
-64
-1% -$2.79K 0.03% 90
2015
Q4 		$248K Sell
5,461
-57
-1% -$2.81K 0.03% 103
2015
Q3 		$303K Buy
5,518
+34
+0.6% +$1.92K 0.03% 80
2015
Q2 		$309K Buy
5,484
+23
+0.4% +$1.31K 0.03% 89
2015
Q1 		$332K Sell
5,461
-59
-1% -$3.71K 0.03% 87
2014
Q4 		$364K Buy
5,520
+101
+2% +$6.52K 0.03% 76
2014
Q3 		$315K Buy
5,419
+6
+0.1% +$384 0.03% 83
2014
Q2 		$378K Buy
5,413
+13
+0.2% +$916 0.04% 70
2014
Q1 		$360K Hold
5,400
– – 0.04% 67
2013
Q4 		$374K Hold
5,400
– – 0.04% 66
2013
Q3 		$347K Hold
5,400
– – 0.04% 68
2013
Q2 		$296K Buy
+5,400
New +$292K 0.04% 81

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BlackRock
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return