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Westwood Holdings Group’s Harley-Davidson HOG Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-22,135
Closed -$732K – 463
2023
Q3 		$732K Sell
22,135
-875
-4% -$30.4K 0.01% 363
2023
Q2 		$810K Sell
23,010
-22
-0.1% -$768 0.01% 357
2023
Q1 		$875K Sell
23,032
-912
-4% -$40.1K 0.01% 368
2022
Q4 		$996K Sell
23,944
-23
-0.1% -$979 0.01% 351
2022
Q3 		$836K Sell
23,967
-336
-1% -$12.6K 0.01% 335
2022
Q2 		$770K Buy
+24,303
New +$864K 0.01% 363

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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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

Westwood Holdings Group's HOG Position: Q4 2023 in Review

Westwood Holdings Group sold out of Harley-Davidson (HOG) in Q4 2023, closing a stake of 22,135 shares — an estimated $732K sold.

Westwood Holdings Group first reported a position in HOG in Q2 2022 and held it in 6 quarters. The position peaked at $996K in Q4 2022. 420 funds tracked by Wall St. Rank hold HOG as of Q4 2023.

  • Westwood Holdings Group reported no remaining Harley-Davidson position as of Q4 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 22,135 Harley-Davidson shares in Q4 2023, an estimated $732K.
  • Westwood Holdings Group first reported a position in Harley-Davidson in Q2 2022 and held it in 6 quarters.
  • Westwood Holdings Group's Harley-Davidson position peaked at $996K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.