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Steward Financial Group’s Harley-Davidson HOG Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+88
New +$3.06K ﹤0.01% 985
2022
Q3 		– Sell
-52
Closed -$1K – 628
2022
Q2 		$1K Buy
+52
New +$1.85K ﹤0.01% 755

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 $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's HOG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Harley-Davidson (HOG) in Q3 2023: 88 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HOG as recently as Q2 2022.

Steward Financial Group first reported a position in HOG in Q2 2022 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold HOG as of Q3 2023.

  • Steward Financial Group held 88 shares of Harley-Davidson worth $2K as of Q3 2023.
  • Harley-Davidson was a new Steward Financial Group position in Q3 2023.
  • Harley-Davidson made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #985 holding.
  • Steward Financial Group first reported a position in Harley-Davidson in Q2 2022 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.