Maverick Capital’s Harley-Davidson HOG Stock Holding History

Maverick 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
2023 Q2	–	Sell	-11,742	Closed	-$446K	–	471
2023 Q1	$446K	Buy	11,742 +3,102	+36%	+$136K	0.01%	312
2022 Q4	$359K	Sell	8,640 -4,000	-32%	-$170K	0.01%	238
2022 Q3	$441K	Buy	+12,640	New	+$475K	0.01%	186
2022 Q1	–	Sell	-3,368	Closed	-$127K	–	302
2021 Q4	$127K	Sell	3,368 -24,477	-88%	-$914K	﹤0.01%	151
2021 Q3	$1.02M	Buy	+27,845	New	+$1.12M	0.01%	309
2021 Q2	–	Sell	-48,729	Closed	-$1.95M	–	759
2021 Q1	$1.95M	Buy	48,729 +43,858	+900%	+$1.63M	0.02%	153
2020 Q4	$179K	Sell	4,871 -17,206	-78%	-$590K	﹤0.01%	538
2020 Q3	$542K	Buy	+22,077	New	+$595K	0.01%	405
2019 Q2	–	Sell	-119,880	Closed	-$4.28M	–	310
2019 Q1	$4.28M	Buy	+119,880	New	+$4.36M	0.06%	210

Other funds holding HOG

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LSV Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return