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

Valeo 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
2021
Q2 		– Sell
-118
Closed -$5K – 1077
2021
Q1 		$5K Buy
118
+14
+13% +$521 ﹤0.01% 1558
2020
Q4 		$4K Sell
104
-13
-11% -$446 ﹤0.01% 1414
2020
Q3 		$3K Sell
117
-21
-15% -$566 ﹤0.01% 1345
2020
Q2 		$3K Sell
138
-538
-80% -$11.7K ﹤0.01% 1670
2020
Q1 		$14K Buy
676
+65
+11% +$1.97K ﹤0.01% 977
2019
Q4 		$23K Sell
611
-120
-16% -$4.47K ﹤0.01% 889
2019
Q3 		$26K Sell
731
-300
-29% -$10.3K ﹤0.01% 780
2019
Q2 		$37K Hold
1,031
– – ﹤0.01% 683
2019
Q1 		$37K Sell
1,031
-169
-14% -$6.15K ﹤0.01% 628
2018
Q4 		$41K Sell
1,200
-266
-18% -$10.4K 0.01% 547
2018
Q3 		$56K Buy
1,466
+12
+0.8% +$521 0.01% 527
2018
Q2 		$60K Buy
1,454
+120
+9% +$5.06K 0.01% 504
2018
Q1 		$57K Buy
1,334
+865
+184% +$41.4K 0.01% 467
2017
Q4 		$24K Hold
469
– – ﹤0.01% 626
2017
Q3 		$23K Buy
+469
New +$22.8K 0.01% 536

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's HOG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Harley-Davidson (HOG) in Q2 2021, closing a stake of 118 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in HOG in Q3 2017 and held it in 15 quarters. The position peaked at $60K in Q2 2018. 449 funds tracked by Wall St. Rank hold HOG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Harley-Davidson position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 118 Harley-Davidson shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Harley-Davidson in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Harley-Davidson position peaked at $60K in Q2 2018.
  • 449 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.