Abundance Wealth Counselors’s Honda HMC Stock Holding History

Abundance Wealth Counselors’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 Q2	–	Sell	-33,156	Closed	-$1.23M	–	91
2024 Q1	$1.23M	Buy	33,156 +862	+3%	+$29.6K	0.28%	61
2023 Q4	$998K	Buy	32,294 +2,707	+9%	+$85.5K	0.26%	66
2023 Q3	$995K	Buy	+29,587	New	+$951K	0.28%	60
2023 Q2	–	Sell	-30,008	Closed	-$795K	–	92
2023 Q1	$795K	Buy	30,008 +3,951	+15%	+$99.2K	0.2%	71
2022 Q4	$596K	Sell	26,057 -550	-2%	-$12.7K	0.16%	86
2022 Q3	$574K	Buy	26,607 +2,543	+11%	+$64.3K	0.16%	81
2022 Q2	$581K	Buy	24,064 +3,109	+15%	+$79.5K	0.16%	87
2022 Q1	$592K	Buy	20,955 +4,577	+28%	+$134K	0.16%	84
2021 Q4	$466K	Buy	+16,378	New	+$476K	0.12%	81
2021 Q3	–	Sell	-14,647	Closed	-$471K	–	68
2021 Q2	$471K	Buy	14,647 +10,440	+248%	+$324K	0.12%	73
2021 Q1	$127K	Buy	+4,207	New	+$121K	0.03%	98

Other funds holding HMC

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

Fisher Asset Management

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Grantham, Mayo, Van Otterloo & Co (GMO)

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

Dimensional Fund Advisors

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

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

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

First Trust Advisors

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