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Shine Investment Advisory Services’s Harley-Davidson HOG Stock Holding History

Shine Investment Advisory Services’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
Q3 		$10K Buy
+400
New +$10.8K ﹤0.01% 546
2018
Q3 		– Sell
-672
Closed -$28K – 653
2018
Q2 		$28K Hold
672
– – 0.01% 401
2018
Q1 		$29K Buy
672
+125
+23% +$5.98K 0.02% 398
2017
Q4 		$28K Hold
547
– – 0.01% 399
2017
Q3 		$26K Hold
547
– – 0.01% 405
2017
Q2 		$30K Buy
+547
New +$30.4K 0.02% 368

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Shine Investment Advisory Services's HOG Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Harley-Davidson (HOG) in Q3 2020: 400 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in HOG as recently as Q2 2018.

Shine Investment Advisory Services first reported a position in HOG in Q2 2017 and has held it in 6 quarters since. The position peaked at $30K in Q2 2017. 382 funds tracked by Wall St. Rank hold HOG as of Q3 2020.

  • Shine Investment Advisory Services held 400 shares of Harley-Davidson worth $10K as of Q3 2020.
  • Harley-Davidson was a new Shine Investment Advisory Services position in Q3 2020.
  • Harley-Davidson made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #546 holding.
  • Shine Investment Advisory Services first reported a position in Harley-Davidson in Q2 2017 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's Harley-Davidson position peaked at $30K in Q2 2017.
  • 382 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.