RWB
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RMR Wealth Builders’s Harley-Davidson HOG Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-115
Closed -$5K – 381
2021
Q1 		$5K Buy
+115
New +$4.28K ﹤0.01% 669
2020
Q3 		– Sell
-4
Closed – – 326
2020
Q2 		$0 Buy
+4
New +$87 ﹤0.01% 442
2019
Q4 		$0 Buy
+4
New +$149 ﹤0.01% 413

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RMR Wealth Builders's HOG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Harley-Davidson (HOG) in Q2 2021, closing a stake of 115 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in HOG in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 449 funds tracked by Wall St. Rank hold HOG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Harley-Davidson position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 115 Harley-Davidson shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in Harley-Davidson in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Harley-Davidson position peaked at $5K in Q1 2021.
  • 449 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.