Sequoia Financial Advisors’s Harley-Davidson HOG Stock Holding History

Sequoia Financial 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
2024 Q2	–	Sell	-4,846	Closed	-$212K	–	1250
2024 Q1	$212K	Buy	+4,846	New	+$179K	﹤0.01%	1034
2020 Q1	–	Sell	-18,773	Closed	-$698K	–	382
2019 Q4	$698K	Buy	18,773 +13,203	+237%	+$491K	0.04%	179
2019 Q3	$200K	Buy	+5,570	New	+$191K	0.01%	339
2014 Q4	–	Sell	-6,760	Closed	-$393K	–	163
2014 Q3	$393K	Buy	6,760 +29	+0.4%	+$1.85K	0.27%	90
2014 Q2	$470K	Buy	6,731 +26	+0.4%	+$1.83K	0.36%	71
2014 Q1	$447K	Buy	6,705 +27	+0.4%	+$1.79K	0.37%	76
2013 Q4	$462K	Buy	+6,678	New	+$442K	0.38%	72

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return