SLF
HOG icon

Sun Life Financial’s Harley-Davidson HOG Stock Holding History

Sun Life 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
2020
Q3 		– Sell
-92
Closed -$2K – 515
2020
Q2 		$2K Sell
92
-3,502
-97% -$76.1K ﹤0.01% 453
2020
Q1 		$68K Buy
3,594
+129
+4% +$3.9K 0.02% 126
2019
Q4 		$129K Buy
3,465
+27
+0.8% +$1K 0.03% 112
2019
Q3 		$123K Sell
3,438
-314
-8% -$10.8K 0.03% 226
2019
Q2 		$134K Sell
3,752
-622
-14% -$22.6K 0.03% 213
2019
Q1 		$156K Sell
4,374
-493
-10% -$17.9K 0.03% 222
2018
Q4 		$166K Hold
4,867
– – 0.04% 224
2018
Q3 		$220K Buy
4,867
+9
+0.2% +$391 0.04% 220
2018
Q2 		$204K Buy
4,858
+4,633
+2,059% +$195K 0.03% 222
2018
Q1 		$5.25K Sell
225
-4,520
-95% -$216K 0.05% 138
2017
Q4 		$241K Sell
4,745
-882
-16% -$42.9K 0.02% 135
2017
Q3 		$271K Sell
5,627
-600
-10% -$29.2K 0.03% 191
2017
Q2 		$337K Buy
6,227
+6,221
+103,683% +$346K 0.04% 165
2017
Q1 		$95 Buy
+6
New +$352 ﹤0.01% 406

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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

Sun Life Financial's HOG Position: Q3 2020 in Review

Sun Life Financial sold out of Harley-Davidson (HOG) in Q3 2020, closing a stake of 92 shares — an estimated $2K sold.

Sun Life Financial first reported a position in HOG in Q1 2017 and held it in 14 quarters. The position peaked at $337K in Q2 2017. 382 funds tracked by Wall St. Rank hold HOG as of Q3 2020.

  • Sun Life Financial reported no remaining Harley-Davidson position as of Q3 2020 after selling out during the quarter.
  • Sun Life Financial sold 92 Harley-Davidson shares in Q3 2020, an estimated $2K.
  • Sun Life Financial first reported a position in Harley-Davidson in Q1 2017 and held it in 14 quarters.
  • Sun Life Financial's Harley-Davidson position peaked at $337K in Q2 2017.
  • 382 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.