Sowell Financial Services’s Harley-Davidson HOG Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-4,310	Closed	-$211K	–	1478
2021 Q1	$211K	Buy	4,310 +1,856	+76%	+$69K	0.01%	1024
2020 Q4	$90K	Buy	2,454 +2	+0.1%	+$69	﹤0.01%	1189
2020 Q3	$60K	Sell	2,452 -286	-10%	-$7.7K	﹤0.01%	1151
2020 Q2	$65K	Buy	2,738 +2	+0.1%	+$43	﹤0.01%	1097
2020 Q1	$52K	Sell	2,736 -1,951	-42%	-$59K	﹤0.01%	1045
2019 Q4	$174K	Buy	4,687 +50	+1%	+$1.86K	0.01%	757
2019 Q3	$167K	Buy	+4,637	New	+$159K	0.01%	693
2018 Q4	–	Sell	-4,613	Closed	-$209K	–	491
2018 Q3	$209K	Buy	+4,613	New	+$200K	0.03%	323

Other funds holding HOG

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

Boston Partners

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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

Fidelity Investments

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

LSV Asset Management

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

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

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