Wintrust Investments’s Harley-Davidson HOG Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-6,600	Closed	-$241K	–	355
2022 Q4	$241K	Sell	6,600 -15,100	-70%	-$643K	0.03%	325
2022 Q3	$777K	Sell	21,700 -1,800	-8%	-$67.6K	0.1%	170
2022 Q2	$816K	Sell	23,500 -2,750	-10%	-$97.7K	0.1%	163
2022 Q1	$969K	Sell	26,250 -400	-2%	-$15.4K	0.09%	167
2021 Q4	$977K	Buy	+26,650	New	+$995K	0.09%	172
2017 Q2	–	Sell	-3,300	Closed	-$200K	–	296
2017 Q1	$200K	Buy	+3,300	New	+$194K	0.06%	280

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

Boston Partners

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

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

Dimensional Fund Advisors

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