SFA
HOG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Sequoia Financial Advisors's HOG Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 4,846 shares — an estimated $212K sold.

Sequoia Financial Advisors first reported a position in HOG in Q4 2013 and held it in 7 quarters. The position peaked at $698K in Q4 2019. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,846 Harley-Davidson shares in Q2 2024, an estimated $212K.
  • Sequoia Financial Advisors first reported a position in Harley-Davidson in Q4 2013 and held it in 7 quarters.
  • Sequoia Financial Advisors's Harley-Davidson position peaked at $698K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.