Sutton Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-19	Closed	-$790	–	1137
2022 Q4	$790	Buy	19 +4	+27%	+$170	﹤0.01%	1397
2022 Q3	$523	Sell	15 -14	-48%	-$526	﹤0.01%	1462
2022 Q2	$918	Hold	29	–	–	﹤0.01%	1307
2022 Q1	$1.14K	Hold	29	–	–	﹤0.01%	1310
2021 Q4	$1.09K	Buy	29 +18	+164%	+$672	﹤0.01%	1309
2021 Q3	$403	Hold	11	–	–	﹤0.01%	1283
2021 Q2	$504	Hold	11	–	–	﹤0.01%	1259
2021 Q1	$441	Hold	11	–	–	﹤0.01%	1234
2020 Q4	$404	Hold	11	–	–	﹤0.01%	1209
2020 Q3	$270	Hold	11	–	–	﹤0.01%	1202
2020 Q2	$261	Hold	11	–	–	﹤0.01%	1185
2020 Q1	$208	Hold	11	–	–	﹤0.01%	1179
2019 Q4	$409	Hold	11	–	–	﹤0.01%	1154
2019 Q3	$396	Hold	11	–	–	﹤0.01%	1161
2019 Q2	$394	Hold	11	–	–	﹤0.01%	1144
2019 Q1	$392	Hold	11	–	–	﹤0.01%	1151
2018 Q4	$375	Hold	11	–	–	﹤0.01%	1102
2018 Q3	$498	Hold	11	–	–	﹤0.01%	1084
2018 Q2	$463	Hold	11	–	–	﹤0.01%	1099
2018 Q1	$472	Hold	11	–	–	﹤0.01%	1097
2017 Q4	$560	Hold	11	–	–	﹤0.01%	1038
2017 Q3	$530	Sell	11 -20	-65%	-$973	﹤0.01%	1036
2017 Q2	$1.68K	Buy	31 +13	+72%	+$723	﹤0.01%	969
2017 Q1	$1.09K	Hold	18	–	–	﹤0.01%	969
2016 Q4	$1.05K	Hold	18	–	–	﹤0.01%	967
2016 Q3	$947	Hold	18	–	–	﹤0.01%	964
2016 Q2	$815	Hold	18	–	–	﹤0.01%	933
2016 Q1	$924	Buy	+18	New	+$785	﹤0.01%	924

Other funds holding HOG

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's HOG Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2023, closing a stake of 19 shares — an estimated $790 sold.

Sutton Wealth Advisors first reported a position in HOG in Q1 2016 and held it in 28 quarters. The position peaked at $1.68K in Q2 2017. 435 funds tracked by Wall St. Rank hold HOG as of Q1 2023.

Sutton Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 19 Harley-Davidson shares in Q1 2023, an estimated $790.
Sutton Wealth Advisors first reported a position in Harley-Davidson in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Harley-Davidson position peaked at $1.68K in Q2 2017.
435 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.