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Tradition Wealth Management’s Harley-Davidson HOG Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-135
Closed -$5K – 740
2023
Q4 		$5K Buy
135
+1
+0.7% +$31 ﹤0.01% 1152
2023
Q3 		$4K Buy
134
+1
+0.8% +$35 ﹤0.01% 1236
2023
Q2 		$5K Sell
133
-5
-4% -$175 ﹤0.01% 1210
2023
Q1 		$5K Buy
138
+1
+0.7% +$44 ﹤0.01% 1148
2022
Q4 		$6K Hold
137
– – ﹤0.01% 1010
2022
Q3 		$5K Sell
137
-1,209
-90% -$45.4K ﹤0.01% 1070
2022
Q2 		$43K Buy
1,346
+6
+0.4% +$213 0.01% 489
2022
Q1 		$53K Buy
1,340
+733
+121% +$28.3K 0.01% 504
2021
Q4 		$23K Buy
607
+3
+0.5% +$112 ﹤0.01% 694
2021
Q3 		$22K Buy
604
+2
+0.3% +$81 ﹤0.01% 698
2021
Q2 		$28K Buy
602
+2
+0.3% +$93 ﹤0.01% 676
2021
Q1 		$24K Buy
+600
New +$22.3K ﹤0.01% 599

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 $191M AUM 5.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tradition Wealth Management's HOG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Harley-Davidson (HOG) in Q1 2024, closing a stake of 135 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in HOG in Q1 2021 and held it in 12 quarters. The position peaked at $53K in Q1 2022. 414 funds tracked by Wall St. Rank hold HOG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Harley-Davidson position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 135 Harley-Davidson shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Harley-Davidson in Q1 2021 and held it in 12 quarters.
  • Tradition Wealth Management's Harley-Davidson position peaked at $53K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.