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Realta Investment Advisors’s Harley-Davidson HOG Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-578
Closed -$21K – 759
2019
Q4 		$21K Buy
578
+144
+33% +$5.36K 0.01% 911
2019
Q3 		$16K Sell
434
-681
-61% -$23.4K ﹤0.01% 983
2019
Q2 		$40K Buy
1,115
+863
+342% +$31.4K 0.01% 726
2019
Q1 		$9K Buy
+252
New +$9.17K ﹤0.01% 927

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Realta Investment Advisors's HOG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Harley-Davidson (HOG) in Q1 2020, closing a stake of 578 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in HOG in Q1 2019 and held it in 4 quarters. The position peaked at $40K in Q2 2019. 416 funds tracked by Wall St. Rank hold HOG as of Q1 2020.

  • Realta Investment Advisors reported no remaining Harley-Davidson position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 578 Harley-Davidson shares in Q1 2020, an estimated $21K.
  • Realta Investment Advisors first reported a position in Harley-Davidson in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Harley-Davidson position peaked at $40K in Q2 2019.
  • 416 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.