SF
HOG icon

Summit Financial’s Harley-Davidson HOG Stock Holding History

Summit Financial’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
2022
Q2 		– Sell
-32,279
Closed -$1.27M – 239
2022
Q1 		$1.27M Buy
32,279
+100
+0.3% +$3.86K 0.1% 97
2021
Q4 		$1.21M Buy
+32,179
New +$1.2M 0.09% 93

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 $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
LSV Asset Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Summit Financial's HOG Position: Q2 2022 in Review

Summit Financial sold out of Harley-Davidson (HOG) in Q2 2022, closing a stake of 32,279 shares — an estimated $1.27M sold.

Summit Financial first reported a position in HOG in Q4 2021 and held it in 2 quarters. The position peaked at $1.27M in Q1 2022. 402 funds tracked by Wall St. Rank hold HOG as of Q2 2022.

  • Summit Financial reported no remaining Harley-Davidson position as of Q2 2022 after selling out during the quarter.
  • Summit Financial sold 32,279 Harley-Davidson shares in Q2 2022, an estimated $1.27M.
  • Summit Financial first reported a position in Harley-Davidson in Q4 2021 and held it in 2 quarters.
  • Summit Financial's Harley-Davidson position peaked at $1.27M in Q1 2022.
  • 402 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2022.

Based on Summit Financial's 13F filing for Q2 2022, filed 12 Aug 2022.