Patriot Financial Group Insurance Agency’s Harley-Davidson HOG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-819	Closed	-$26K	–	1059
2022 Q2	$26K	Hold	819	–	–	0.01%	925
2022 Q1	$32K	Hold	819	–	–	0.01%	913
2021 Q4	$31K	Hold	819	–	–	0.01%	1045
2021 Q3	$30K	Hold	819	–	–	0.01%	1043
2021 Q2	$38K	Hold	819	–	–	0.01%	931
2021 Q1	$33K	Buy	819 +100	+14%	+$3.72K	0.01%	912
2020 Q4	$26K	Hold	719	–	–	0.01%	894
2020 Q3	$18K	Hold	719	–	–	0.01%	829
2020 Q2	$17K	Hold	719	–	–	0.01%	799
2020 Q1	$14K	Hold	719	–	–	0.01%	755
2019 Q4	$27K	Hold	719	–	–	0.01%	611
2019 Q3	$26K	Hold	719	–	–	0.01%	576
2019 Q2	$25K	Buy	+719	New	+$26.1K	0.01%	575

Other funds holding HOG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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 $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HOG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Harley-Davidson (HOG) in Q3 2022, closing a stake of 819 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in HOG in Q2 2019 and held it in 13 quarters. The position peaked at $38K in Q2 2021. 414 funds tracked by Wall St. Rank hold HOG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Harley-Davidson position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 819 Harley-Davidson shares in Q3 2022, an estimated $26K.
Patriot Financial Group Insurance Agency first reported a position in Harley-Davidson in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Harley-Davidson position peaked at $38K in Q2 2021.
414 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.