NFSG
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Newbridge Financial Services Group’s Harley-Davidson HOG Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-19
Closed -$628 – 1241
2023
Q3 		$628 Hold
19
– – ﹤0.01% 1188
2023
Q2 		$669 Hold
19
– – ﹤0.01% 1242
2023
Q1 		$721 Hold
19
– – ﹤0.01% 1298
2022
Q4 		$790 Hold
19
– – ﹤0.01% 1323
2022
Q3 		$1K Hold
19
– – ﹤0.01% 1299
2022
Q2 		$1K Hold
19
– – ﹤0.01% 1275
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1378
2021
Q4 		$1K Buy
+19
New +$709 ﹤0.01% 1329
2021
Q3 		– Sell
-700
Closed -$32K – 1483
2021
Q2 		$32K Buy
+700
New +$32.5K 0.02% 601

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 $5.7T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return