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

Sonora 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
2021 Q3	$15K	Hold	400	–	–	﹤0.01%	693
2021 Q2	$18K	Hold	400	–	–	﹤0.01%	597
2021 Q1	$16K	Hold	400	–	–	﹤0.01%	1066
2020 Q4	$15K	Hold	400	–	–	﹤0.01%	1033
2020 Q3	$10K	Hold	400	–	–	﹤0.01%	1207
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	1107
2020 Q1	$8K	Sell	400 -300	-43%	-$9.08K	﹤0.01%	1144
2019 Q4	$26K	Hold	700	–	–	﹤0.01%	738
2019 Q3	$25K	Hold	700	–	–	﹤0.01%	765
2019 Q2	$25K	Sell	700 -200	-22%	-$7.27K	﹤0.01%	766
2019 Q1	$32K	Hold	900	–	–	﹤0.01%	618
2018 Q4	$31K	Hold	900	–	–	﹤0.01%	484
2018 Q3	$41K	Hold	900	–	–	0.01%	448
2018 Q2	$38K	Hold	900	–	–	0.01%	451
2018 Q1	$38.6K	Hold	900	–	–	0.01%	431
2017 Q4	$45.8K	Hold	900	–	–	0.01%	414
2017 Q3	$43.4K	Hold	900	–	–	0.01%	367
2017 Q2	$48.6K	Hold	900	–	–	0.01%	349
2017 Q1	$54.5K	Hold	900	–	–	0.01%	324
2016 Q4	$52.5K	Hold	900	–	–	0.01%	287
2016 Q3	$47.3K	Hold	900	–	–	0.01%	307
2016 Q2	$40.8K	Hold	900	–	–	0.01%	290
2016 Q1	$43.7K	Hold	900	–	–	0.01%	307
2015 Q4	$41K	Sell	900 -74	-8%	-$3.64K	0.01%	253
2015 Q3	$53K	Buy	+974	New	+$55K	0.02%	208

Other funds holding HOG

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management's HOG Position: Q3 2021 in Review

Sonora Investment Management held its Harley-Davidson (HOG) position steady in Q3 2021 at 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Sonora Investment Management first reported a position in HOG in Q3 2015 and has held it in 25 quarters since. The position peaked at $54.5K in Q1 2017. 412 funds tracked by Wall St. Rank hold HOG as of Q3 2021.

Sonora Investment Management held 400 shares of Harley-Davidson worth $15K as of Q3 2021.
Sonora Investment Management left its Harley-Davidson share count unchanged in Q3 2021.
Harley-Davidson made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #693 holding.
Sonora Investment Management first reported a position in Harley-Davidson in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Harley-Davidson position peaked at $54.5K in Q1 2017.
412 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.