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Next Financial Group’s Harley-Davidson HOG Stock Holding History

Next Financial 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
2021
Q2 		– Sell
-500
Closed -$20K – 2653
2021
Q1 		$20K Hold
500
– – ﹤0.01% 1635
2020
Q4 		$18K Hold
500
– – ﹤0.01% 1576
2020
Q3 		$12K Buy
+500
New +$13.5K ﹤0.01% 1572
2020
Q2 		– Sell
-727
Closed -$14K – 1143
2020
Q1 		$14K Buy
727
+677
+1,354% +$20.5K ﹤0.01% 1398
2019
Q4 		$2K Sell
50
-300
-86% -$11.2K ﹤0.01% 2167
2019
Q3 		$13K Buy
350
+50
+17% +$1.72K ﹤0.01% 1607
2019
Q2 		$11K Hold
300
– – ﹤0.01% 1650
2019
Q1 		$11K Hold
300
– – ﹤0.01% 1089
2018
Q4 		$10K Hold
300
– – ﹤0.01% 1337
2018
Q3 		$14K Buy
+300
New +$13K 0.01% 892
2017
Q4 		– Sell
-325
Closed -$15K – 742
2017
Q3 		$15K Hold
325
– – ﹤0.01% 1066
2017
Q2 		$18K Sell
325
-50
-13% -$2.78K ﹤0.01% 1127
2017
Q1 		$21K Sell
375
-698
-65% -$41K 0.01% 1030
2016
Q4 		$63K Buy
1,073
+50
+5% +$2.85K 0.01% 863
2016
Q3 		$54K Buy
1,023
+190
+23% +$9.82K 0.01% 914
2016
Q2 		$37K Buy
833
+300
+56% +$13.8K 0.01% 748
2016
Q1 		$27K Sell
533
-200
-27% -$8.73K 0.01% 818
2015
Q4 		$33K Sell
733
-183
-20% -$9.01K 0.01% 755
2015
Q3 		$50K Sell
916
-170
-16% -$9.59K 0.02% 627
2015
Q2 		$61K Buy
1,086
+470
+76% +$26.9K 0.02% 608
2015
Q1 		$37K Hold
616
– – 0.01% 761
2014
Q4 		$41K Sell
616
-392
-39% -$25.3K 0.01% 723
2014
Q3 		$59K Buy
1,008
+682
+209% +$43.6K 0.01% 863
2014
Q2 		$20K Buy
+326
New +$23K 0.01% 600

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Next Financial Group's HOG Position: Q2 2021 in Review

Next Financial Group sold out of Harley-Davidson (HOG) in Q2 2021, closing a stake of 500 shares — an estimated $20K sold.

Next Financial Group first reported a position in HOG in Q2 2014 and held it in 24 quarters. The position peaked at $63K in Q4 2016. 449 funds tracked by Wall St. Rank hold HOG as of Q2 2021.

  • Next Financial Group reported no remaining Harley-Davidson position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 500 Harley-Davidson shares in Q2 2021, an estimated $20K.
  • Next Financial Group first reported a position in Harley-Davidson in Q2 2014 and held it in 24 quarters.
  • Next Financial Group's Harley-Davidson position peaked at $63K in Q4 2016.
  • 449 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.