9258 Wealth Management’s Honda HMC Stock Holding History

9258 Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$206K	Hold	6,488	–	–	0.03%	343
2024 Q2	$209K	Hold	6,488	–	–	0.03%	327
2024 Q1	$242K	Hold	6,488	–	–	0.04%	294
2023 Q4	$201K	Hold	6,488	–	–	0.04%	310
2023 Q3	$218K	Buy	+6,488	New	+$209K	0.04%	289
2021 Q3	–	Sell	-6,431	Closed	-$207K	–	351
2021 Q2	$207K	Buy	+6,431	New	+$200K	0.06%	327
2020 Q1	–	Sell	-10,164	Closed	-$288K	–	289
2019 Q4	$288K	Buy	+10,164	New	+$283K	0.11%	219

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

9258 Wealth Management's HMC Position: Q3 2024 in Review

9258 Wealth Management held its Honda (HMC) position steady in Q3 2024 at 6,488 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #343.

9258 Wealth Management first reported a position in HMC in Q4 2019 and has held it in 7 quarters since. The position peaked at $288K in Q4 2019. 348 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

9258 Wealth Management held 6,488 shares of Honda worth $206K as of Q3 2024.
9258 Wealth Management left its Honda share count unchanged in Q3 2024.
Honda made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #343 holding.
9258 Wealth Management first reported a position in Honda in Q4 2019 and has held it in 7 quarters since.
9258 Wealth Management's Honda position peaked at $288K in Q4 2019.
348 funds tracked by Wall St. Rank held Honda as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.