Personal Wealth Partners’s Harley-Davidson HOG Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-1,019	Closed	-$47K	–	208
2021 Q2	$47K	Buy	+1,019	New	+$47.3K	0.02%	154
2020 Q1	–	Sell	-1,019	Closed	-$38K	–	285
2019 Q4	$38K	Hold	1,019	–	–	0.02%	159
2019 Q3	$37K	Hold	1,019	–	–	0.02%	159
2019 Q2	$37K	Buy	+1,019	New	+$37K	0.02%	143

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's HOG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Harley-Davidson (HOG) in Q3 2021, closing a stake of 1,019 shares — an estimated $47K sold.

Personal Wealth Partners first reported a position in HOG in Q2 2019 and held it in 4 quarters. The position peaked at $47K in Q2 2021. 411 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

Personal Wealth Partners reported no remaining Harley-Davidson position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,019 Harley-Davidson shares in Q3 2021, an estimated $47K.
Personal Wealth Partners first reported a position in Harley-Davidson in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Harley-Davidson position peaked at $47K in Q2 2021.
411 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.