WealthPLAN Partners’s Harley-Davidson HOG Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-192	Closed	-$6.76K	–	656
2023 Q2	$6.76K	Sell	192 -30	-14%	-$1.05K	﹤0.01%	858
2023 Q1	$8.44K	Buy	+222	New	+$9.76K	﹤0.01%	902
2017 Q2	–	Sell	-50	Closed	-$3K	–	287
2017 Q1	$3K	Buy	+50	New	+$2.94K	0.01%	388
2016 Q3	$12.7K	Sell	251 -247	-50%	-$12.8K	﹤0.01%	561
2016 Q2	$11.3K	Buy	+498	New	+$22.9K	﹤0.01%	1687
2015 Q4	$22.2K	Buy	+1,361	New	+$67K	﹤0.01%	884
2015 Q2	$23K	Sell	409 -97	-19%	-$5.55K	0.01%	242
2015 Q1	$30K	Buy	+506	New	+$31.8K	0.01%	284

Other funds holding HOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return