WR Wealth Planners’s Harley-Davidson HOG Stock Holding History

WR Wealth Planners’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 Q4	$2.68K	Buy	89 +1	+1%	+$33	﹤0.01%	805
2024 Q3	$3.41K	Hold	88	–	–	﹤0.01%	807
2024 Q2	$2.95K	Hold	88	–	–	﹤0.01%	808
2024 Q1	$3.83K	Buy	+88	New	+$3.25K	﹤0.01%	769
2023 Q4	–	Sell	-87	Closed	-$2.87K	–	477
2023 Q3	$2.87K	Buy	87 +1	+1%	+$35	﹤0.01%	738
2023 Q2	$3.04K	Hold	86	–	–	﹤0.01%	737
2023 Q1	$3.27K	Buy	+86	New	+$3.78K	﹤0.01%	731

Other funds holding HOG

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

HPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BGC

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

WR Wealth Planners's HOG Position: Q4 2024 in Review

WR Wealth Planners increased its Harley-Davidson (HOG) stake by 1.1% in Q4 2024, buying an estimated $33 and bringing the position to 89 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

WR Wealth Planners first reported a position in HOG in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.83K in Q1 2024. 409 funds tracked by Wall St. Rank hold HOG as of Q4 2024.

WR Wealth Planners held 89 shares of Harley-Davidson worth $2.68K as of Q4 2024.
WR Wealth Planners bought 1 Harley-Davidson share in Q4 2024, an estimated $33.
Harley-Davidson made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #805 holding.
WR Wealth Planners first reported a position in Harley-Davidson in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Harley-Davidson position peaked at $3.83K in Q1 2024.
409 funds tracked by Wall St. Rank held Harley-Davidson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.