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Lupo Securities’s Harley-Davidson HOG Stock Holding History

Lupo Securities’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
Q3 		– Sell
-700
Closed -$39K – 120
2015
Q2 		$39K Sell
700
-2,722
-80% -$156K 0.16% 37
2015
Q1 		$208K Buy
+3,422
New +$215K 0.33% 62

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lupo Securities's HOG Position: Q3 2015 in Review

Lupo Securities sold out of Harley-Davidson (HOG) in Q3 2015, closing a stake of 700 shares — an estimated $39K sold.

Lupo Securities first reported a position in HOG in Q1 2015 and held it in 2 quarters. The position peaked at $208K in Q1 2015. 537 funds tracked by Wall St. Rank hold HOG as of Q3 2015.

  • Lupo Securities reported no remaining Harley-Davidson position as of Q3 2015 after selling out during the quarter.
  • Lupo Securities sold 700 Harley-Davidson shares in Q3 2015, an estimated $39K.
  • Lupo Securities first reported a position in Harley-Davidson in Q1 2015 and held it in 2 quarters.
  • Lupo Securities's Harley-Davidson position peaked at $208K in Q1 2015.
  • 537 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.