SW
HOG icon

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 $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return