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PRW Wealth Management’s Harley-Davidson HOG Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-765
Closed -$27K – 330
2019
Q1 		$27K Hold
765
– – 0.03% 215
2018
Q4 		$26K Buy
+765
New +$30K 0.03% 211

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

PRW Wealth Management's HOG Position: Q2 2019 in Review

PRW Wealth Management sold out of Harley-Davidson (HOG) in Q2 2019, closing a stake of 765 shares — an estimated $27K sold.

PRW Wealth Management first reported a position in HOG in Q4 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2019. 460 funds tracked by Wall St. Rank hold HOG as of Q2 2019.

  • PRW Wealth Management reported no remaining Harley-Davidson position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 765 Harley-Davidson shares in Q2 2019, an estimated $27K.
  • PRW Wealth Management first reported a position in Harley-Davidson in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Harley-Davidson position peaked at $27K in Q1 2019.
  • 460 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.