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	–	1477
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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sowell Financial Services's HOG Position: Q2 2021 in Review

Sowell Financial Services sold out of Harley-Davidson (HOG) in Q2 2021, closing a stake of 4,310 shares — an estimated $211K sold.

Sowell Financial Services first reported a position in HOG in Q3 2018 and held it in 8 quarters. The position peaked at $211K in Q1 2021. 449 funds tracked by Wall St. Rank hold HOG as of Q2 2021.

Sowell Financial Services reported no remaining Harley-Davidson position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,310 Harley-Davidson shares in Q2 2021, an estimated $211K.
Sowell Financial Services first reported a position in Harley-Davidson in Q3 2018 and held it in 8 quarters.
Sowell Financial Services's Harley-Davidson position peaked at $211K in Q1 2021.
449 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.