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MPS Loria Financial Planners’s Harley-Davidson HOG Stock Holding History

MPS Loria Financial Planners’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
2020
Q3 		– Sell
-420
Closed -$10K – 332
2020
Q2 		$10K Buy
+420
New +$9.13K 0.01% 250
2017
Q3 		– Sell
-812
Closed -$39K – 196
2017
Q2 		$39K Buy
+812
New +$45.2K 0.03% 169

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

MPS Loria Financial Planners's HOG Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of Harley-Davidson (HOG) in Q3 2020, closing a stake of 420 shares — an estimated $10K sold.

MPS Loria Financial Planners first reported a position in HOG in Q2 2017 and held it in 2 quarters. The position peaked at $39K in Q2 2017. 381 funds tracked by Wall St. Rank hold HOG as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining Harley-Davidson position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 420 Harley-Davidson shares in Q3 2020, an estimated $10K.
  • MPS Loria Financial Planners first reported a position in Harley-Davidson in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's Harley-Davidson position peaked at $39K in Q2 2017.
  • 381 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.