Affiance Financial’s Honda HMC Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-38	Closed	-$869	–	224
2022 Q4	$869	Buy	+38	New	+$880	﹤0.01%	405
2016 Q2	–	Sell	-10,023	Closed	-$274K	–	89
2016 Q1	$274K	Sell	10,023 -5,536	-36%	-$152K	0.26%	71
2015 Q4	$497K	Sell	15,559 -12,623	-45%	-$409K	0.51%	40
2015 Q3	$843K	Sell	28,182 -1,997	-7%	-$63.9K	1.06%	24
2015 Q2	$978K	Buy	+30,179	New	+$1.03M	1.25%	18

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EIC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Affiance Financial's HMC Position: Q1 2023 in Review

Affiance Financial sold out of Honda (HMC) in Q1 2023, closing a stake of 38 shares — an estimated $869 sold.

Affiance Financial first reported a position in HMC in Q2 2015 and held it in 5 quarters. The position peaked at $978K in Q2 2015. 298 funds tracked by Wall St. Rank hold HMC as of Q1 2023.

Affiance Financial reported no remaining Honda position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 38 Honda shares in Q1 2023, an estimated $869.
Affiance Financial first reported a position in Honda in Q2 2015 and held it in 5 quarters.
Affiance Financial's Honda position peaked at $978K in Q2 2015.
298 funds tracked by Wall St. Rank held Honda as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.