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YHB Investment Advisors’s Harley-Davidson HOG Stock Holding History

YHB Investment 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
2015
Q1 		– Sell
-5,055
Closed -$333K – 169
2014
Q4 		$333K Hold
5,055
– – 0.08% 134
2014
Q3 		$294K Buy
5,055
+185
+4% +$11.8K 0.07% 132
2014
Q2 		$340K Sell
4,870
-1,100
-18% -$77.5K 0.08% 129
2014
Q1 		$398K Sell
5,970
-1,000
-14% -$66.2K 0.1% 123
2013
Q4 		$483K Hold
6,970
– – 0.13% 112
2013
Q3 		$448K Sell
6,970
-650
-9% -$38.5K 0.13% 114
2013
Q2 		$418K Buy
+7,620
New +$412K 0.13% 118

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

YHB Investment Advisors's HOG Position: Q1 2015 in Review

YHB Investment Advisors sold out of Harley-Davidson (HOG) in Q1 2015, closing a stake of 5,055 shares — an estimated $333K sold.

YHB Investment Advisors first reported a position in HOG in Q2 2013 and held it in 7 quarters. The position peaked at $483K in Q4 2013. 492 funds tracked by Wall St. Rank hold HOG as of Q1 2015.

  • YHB Investment Advisors reported no remaining Harley-Davidson position as of Q1 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 5,055 Harley-Davidson shares in Q1 2015, an estimated $333K.
  • YHB Investment Advisors first reported a position in Harley-Davidson in Q2 2013 and held it in 7 quarters.
  • YHB Investment Advisors's Harley-Davidson position peaked at $483K in Q4 2013.
  • 492 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2015.

Based on YHB Investment Advisors's 13F filing for Q1 2015, filed 20 Apr 2015.