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United Capital Financial Advisors’s Harley-Davidson HOG Stock Holding History

United Capital 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
2024
Q2 		– Sell
-6,328
Closed -$277K – 1065
2024
Q1 		$277K Buy
6,328
+821
+15% +$30.4K ﹤0.01% 908
2023
Q4 		$203K Buy
+5,507
New +$170K ﹤0.01% 1002
2021
Q3 		– Sell
-5,428
Closed -$249K – 1217
2021
Q2 		$249K Sell
5,428
-97
-2% -$4.5K ﹤0.01% 1077
2021
Q1 		$222K Buy
+5,525
New +$205K ﹤0.01% 1085
2018
Q4 		– Sell
-5,669
Closed -$257K – 1327
2018
Q3 		$257K Sell
5,669
-11
-0.2% -$477 ﹤0.01% 1167
2018
Q2 		$239K Sell
5,680
-129
-2% -$5.44K ﹤0.01% 1174
2018
Q1 		$249K Buy
5,809
+347
+6% +$16.6K ﹤0.01% 1157
2017
Q4 		$278K Sell
5,462
-352
-6% -$17.1K ﹤0.01% 1142
2017
Q3 		$280K Sell
5,814
-50
-0.9% -$2.43K ﹤0.01% 1135
2017
Q2 		$317K Buy
+5,864
New +$326K ﹤0.01% 1057
2017
Q1 		– Sell
-3,556
Closed -$207K – 1261
2016
Q4 		$207K Sell
3,556
-17,589
-83% -$1M ﹤0.01% 1173
2016
Q3 		$1.11M Sell
21,145
-3,915
-16% -$202K 0.01% 748
2016
Q2 		$1.13M Sell
25,060
-5,981
-19% -$275K 0.01% 703
2016
Q1 		$1.59M Sell
31,041
-3,482
-10% -$152K 0.02% 585
2015
Q4 		$1.57M Sell
34,523
-10,327
-23% -$509K 0.02% 589
2015
Q3 		$2.46M Sell
44,850
-1,575
-3% -$88.9K 0.03% 490
2015
Q2 		$2.62M Sell
46,425
-2,013
-4% -$115K 0.03% 518
2015
Q1 		$2.72M Sell
48,438
-2,994
-6% -$188K 0.03% 489
2014
Q4 		$3.39M Sell
51,432
-45,133
-47% -$2.91M 0.05% 348
2014
Q3 		$5.62M Buy
96,565
+42,974
+80% +$2.75M 0.1% 233
2014
Q2 		$3.74M Buy
+53,591
New +$3.78M 0.07% 280

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

United Capital Financial Advisors's HOG Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 6,328 shares — an estimated $277K sold.

United Capital Financial Advisors first reported a position in HOG in Q2 2014 and held it in 21 quarters. The position peaked at $5.62M in Q3 2014. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,328 Harley-Davidson shares in Q2 2024, an estimated $277K.
  • United Capital Financial Advisors first reported a position in Harley-Davidson in Q2 2014 and held it in 21 quarters.
  • United Capital Financial Advisors's Harley-Davidson position peaked at $5.62M in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.