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Surevest’s Harley-Davidson HOG Stock Holding History

Surevest’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
Q3 		$11K Hold
315
– – ﹤0.01% 282
2022
Q2 		$10K Hold
315
– – ﹤0.01% 308
2022
Q1 		$12K Hold
315
– – ﹤0.01% 269
2021
Q4 		$12K Buy
+315
New +$11.8K ﹤0.01% 274

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Surevest's HOG Position: Q3 2022 in Review

Surevest held its Harley-Davidson (HOG) position steady in Q3 2022 at 315 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Surevest first reported a position in HOG in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q1 2022. 413 funds tracked by Wall St. Rank hold HOG as of Q3 2022.

  • Surevest held 315 shares of Harley-Davidson worth $11K as of Q3 2022.
  • Surevest left its Harley-Davidson share count unchanged in Q3 2022.
  • Harley-Davidson made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #282 holding.
  • Surevest first reported a position in Harley-Davidson in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Harley-Davidson position peaked at $12K in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Harley-Davidson as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.