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SVB Wealth’s Harley-Davidson HOG Stock Holding History

SVB Wealth’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
2017
Q4 		– Sell
-4,609
Closed -$222K – 486
2017
Q3 		$222K Sell
4,609
-1,567
-25% -$76.3K 0.01% 429
2017
Q2 		$334K Hold
6,176
– – 0.01% 393
2017
Q1 		$374K Sell
6,176
-400
-6% -$23.5K 0.01% 385
2016
Q4 		$384K Sell
6,576
-304
-4% -$17.3K 0.02% 380
2016
Q3 		$362K Buy
6,880
+520
+8% +$26.9K 0.01% 394
2016
Q2 		$288K Buy
6,360
+30
+0.5% +$1.38K 0.01% 432
2016
Q1 		$325K Buy
6,330
+764
+14% +$33.3K 0.01% 429
2015
Q4 		$253K Buy
5,566
+1,896
+52% +$93.4K 0.01% 479
2015
Q3 		$201K Buy
+3,670
New +$207K 0.01% 519

Other funds holding HOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SVB Wealth's HOG Position: Q4 2017 in Review

SVB Wealth sold out of Harley-Davidson (HOG) in Q4 2017, closing a stake of 4,609 shares — an estimated $222K sold.

SVB Wealth first reported a position in HOG in Q3 2015 and held it in 9 quarters. The position peaked at $384K in Q4 2016. 526 funds tracked by Wall St. Rank hold HOG as of Q4 2017.

  • SVB Wealth reported no remaining Harley-Davidson position as of Q4 2017 after selling out during the quarter.
  • SVB Wealth sold 4,609 Harley-Davidson shares in Q4 2017, an estimated $222K.
  • SVB Wealth first reported a position in Harley-Davidson in Q3 2015 and held it in 9 quarters.
  • SVB Wealth's Harley-Davidson position peaked at $384K in Q4 2016.
  • 526 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2017.

Based on SVB Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.