Mark Sheptoff Financial Planning’s Harley-Davidson HOG Stock Holding History

Mark Sheptoff Financial Planning’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
2021 Q3	–	Sell	-5	Closed	–	–	402
2021 Q2	$0	Buy	+5	New	+$232	﹤0.01%	421
2018 Q4	–	Sell	-300	Closed	-$14K	–	342
2018 Q3	$14K	Hold	300	–	–	0.01%	266
2018 Q2	$13K	Hold	300	–	–	0.01%	257
2018 Q1	$13K	Hold	300	–	–	0.01%	263
2017 Q4	$15K	Hold	300	–	–	0.01%	256
2017 Q3	$14K	Hold	300	–	–	0.01%	262
2017 Q2	$16K	Sell	300 -1	-0.3%	-$56	0.01%	243
2017 Q1	$18K	Buy	301 +1	+0.3%	+$59	0.01%	236
2016 Q4	$18K	Hold	300	–	–	0.01%	222
2016 Q3	$16K	Hold	300	–	–	0.01%	236
2016 Q2	$14K	Hold	300	–	–	0.01%	233
2016 Q1	$15K	Buy	+300	New	+$13.1K	0.01%	228
2015 Q4	–	Sell	-88	Closed	-$5K	–	399
2015 Q3	$5K	Buy	88 +82	+1,367%	+$4.63K	﹤0.01%	285
2015 Q2	$0	Buy	+6	New	+$343	﹤0.01%	392

Other funds holding HOG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's HOG Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Harley-Davidson (HOG) in Q3 2021, closing a stake of 5 shares.

Mark Sheptoff Financial Planning first reported a position in HOG in Q2 2015 and held it in 14 quarters. The position peaked at $18K in Q1 2017. 412 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

Mark Sheptoff Financial Planning reported no remaining Harley-Davidson position as of Q3 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 5 Harley-Davidson shares in Q3 2021.
Mark Sheptoff Financial Planning first reported a position in Harley-Davidson in Q2 2015 and held it in 14 quarters.
Mark Sheptoff Financial Planning's Harley-Davidson position peaked at $18K in Q1 2017.
412 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.