TFA
HOG icon

Tobias Financial Advisors’s Harley-Davidson HOG Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-531
Closed -$19K – 146
2019
Q4 		$19K Buy
+531
New +$19.8K 0.01% 148

Other funds holding HOG

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Tobias Financial Advisors's HOG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Harley-Davidson (HOG) in Q1 2020, closing a stake of 531 shares — an estimated $19K sold.

Tobias Financial Advisors first reported a position in HOG in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 415 funds tracked by Wall St. Rank hold HOG as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Harley-Davidson position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 531 Harley-Davidson shares in Q1 2020, an estimated $19K.
  • Tobias Financial Advisors first reported a position in Harley-Davidson in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Harley-Davidson position peaked at $19K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.