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Rockbridge Investment Management’s Harley-Davidson HOG Stock Holding History

Rockbridge Investment 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
2022
Q1 		– Sell
-50
Closed -$2K – 828
2021
Q4 		$2K Buy
+50
New +$1.87K ﹤0.01% 725

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
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rockbridge Investment Management's HOG Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Harley-Davidson (HOG) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Rockbridge Investment Management first reported a position in HOG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 424 funds tracked by Wall St. Rank hold HOG as of Q1 2022.

  • Rockbridge Investment Management reported no remaining Harley-Davidson position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 Harley-Davidson shares in Q1 2022, an estimated $2K.
  • Rockbridge Investment Management first reported a position in Harley-Davidson in Q4 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's Harley-Davidson position peaked at $2K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.