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Morningstar Investment Services’s Harley-Davidson HOG Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,870
Closed -$231K – 244
2024
Q3 		$231K Buy
+5,870
New +$213K ﹤0.01% 381
2024
Q2 		– Sell
-5,913
Closed -$258K – 382
2024
Q1 		$258K Buy
+5,913
New +$219K ﹤0.01% 310
2023
Q3 		– Sell
-51,262
Closed -$1.79M – 279
2023
Q2 		$1.79M Buy
+51,262
New +$1.79M 0.02% 158
2020
Q4 		– Sell
-275,836
Closed -$6.51M – 211
2020
Q3 		$6.51M Buy
+275,836
New +$7.43M 0.1% 130
2020
Q2 		– Sell
-274,818
Closed -$4.92M – 209
2020
Q1 		$4.92M Buy
+274,818
New +$8.32M 0.09% 133
2019
Q3 		– Sell
-206,774
Closed -$7.41M – 206
2019
Q2 		$7.41M Buy
206,774
+20,981
+11% +$763K 0.12% 123
2019
Q1 		$6.63M Buy
+185,793
New +$6.76M 0.11% 126
2017
Q2 		– Sell
-9,818
Closed -$594K – 188
2017
Q1 		$594K Sell
9,818
-61,420
-86% -$3.61M 0.02% 141
2016
Q4 		$4.16M Sell
71,238
-28,694
-29% -$1.64M 0.14% 108
2016
Q3 		$5.25M Sell
99,932
-4,200
-4% -$217K 0.15% 112
2016
Q2 		$5.65M Buy
104,132
+22,725
+28% +$1.05M 0.18% 107
2016
Q1 		$4.18M Sell
81,407
-12,103
-13% -$528K 0.14% 123
2015
Q4 		$4.24M Buy
93,510
+54,833
+142% +$2.7M 0.17% 110
2015
Q3 		$2.12M Sell
38,677
-14,623
-27% -$825K 0.09% 143
2015
Q2 		$3M Buy
53,300
+13,440
+34% +$769K 0.13% 126
2015
Q1 		$2.42M Buy
+39,860
New +$2.51M 0.11% 126

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morningstar Investment Services's HOG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Harley-Davidson (HOG) in Q4 2024, closing a stake of 5,870 shares — an estimated $231K sold.

Morningstar Investment Services first reported a position in HOG in Q1 2015 and held it in 16 quarters. The position peaked at $7.41M in Q2 2019. 409 funds tracked by Wall St. Rank hold HOG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Harley-Davidson position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,870 Harley-Davidson shares in Q4 2024, an estimated $231K.
  • Morningstar Investment Services first reported a position in Harley-Davidson in Q1 2015 and held it in 16 quarters.
  • Morningstar Investment Services's Harley-Davidson position peaked at $7.41M in Q2 2019.
  • 409 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.