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Phoenix Financial’s Harley-Davidson HOG Stock Holding History

Phoenix Financial’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
2020
Q4 		– Sell
-42,396
Closed -$944K – 391
2020
Q3 		$944K Sell
42,396
-1,688
-4% -$45.5K 0.04% 207
2020
Q2 		$993K Buy
+44,084
New +$959K 0.04% 208

Other funds holding HOG

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
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

Phoenix Financial's HOG Position: Q4 2020 in Review

Phoenix Financial sold out of Harley-Davidson (HOG) in Q4 2020, closing a stake of 42,396 shares — an estimated $944K sold.

Phoenix Financial first reported a position in HOG in Q2 2020 and held it in 2 quarters. The position peaked at $993K in Q2 2020. 425 funds tracked by Wall St. Rank hold HOG as of Q4 2020.

  • Phoenix Financial reported no remaining Harley-Davidson position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 42,396 Harley-Davidson shares in Q4 2020, an estimated $944K.
  • Phoenix Financial first reported a position in Harley-Davidson in Q2 2020 and held it in 2 quarters.
  • Phoenix Financial's Harley-Davidson position peaked at $993K in Q2 2020.
  • 425 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.