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MSFP
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
Shares
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
–
400
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
$95.5B AUM
28.4%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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