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Omnia Family Wealth’s Harley-Davidson HOG Stock Holding History

Omnia Family Wealth’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
2018
Q2 		– Sell
-25
Closed -$1K – 584
2018
Q1 		$1K Hold
25
– – ﹤0.01% 545
2017
Q4 		$1K Hold
25
– – ﹤0.01% 559
2017
Q3 		$1K Hold
25
– – ﹤0.01% 569
2017
Q2 		$1K Hold
25
– – ﹤0.01% 664
2017
Q1 		$2K Hold
25
– – ﹤0.01% 585
2016
Q4 		$1K Buy
+25
New +$1.43K ﹤0.01% 681

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Omnia Family Wealth's HOG Position: Q2 2018 in Review

Omnia Family Wealth sold out of Harley-Davidson (HOG) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in HOG in Q4 2016 and held it in 6 quarters. The position peaked at $2K in Q1 2017. 501 funds tracked by Wall St. Rank hold HOG as of Q2 2018.

  • Omnia Family Wealth reported no remaining Harley-Davidson position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 25 Harley-Davidson shares in Q2 2018, an estimated $1K.
  • Omnia Family Wealth first reported a position in Harley-Davidson in Q4 2016 and held it in 6 quarters.
  • Omnia Family Wealth's Harley-Davidson position peaked at $2K in Q1 2017.
  • 501 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.