Mount Yale Investment Advisors’s Harley-Davidson HOG Stock Holding History

Mount Yale Investment Advisors’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	-5,013	Closed	-$230K	–	474
2021 Q2	$230K	Sell	5,013 -324	-6%	-$15K	0.03%	382
2021 Q1	$214K	Sell	5,337 -1,189	-18%	-$44.2K	0.03%	388
2020 Q4	$240K	Buy	+6,526	New	+$224K	0.03%	346
2018 Q3	–	Sell	-1,515	Closed	-$64K	–	964
2018 Q2	$64K	Hold	1,515	–	–	0.01%	586
2018 Q1	$65K	Buy	+1,515	New	+$72.5K	0.01%	568

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HOG Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of Harley-Davidson (HOG) in Q3 2021, closing a stake of 5,013 shares — an estimated $230K sold.

Mount Yale Investment Advisors first reported a position in HOG in Q1 2018 and held it in 5 quarters. The position peaked at $240K in Q4 2020. 412 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

Mount Yale Investment Advisors reported no remaining Harley-Davidson position as of Q3 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 5,013 Harley-Davidson shares in Q3 2021, an estimated $230K.
Mount Yale Investment Advisors first reported a position in Harley-Davidson in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Harley-Davidson position peaked at $240K in Q4 2020.
412 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.