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Aletheian Wealth Advisors’s Honeywell HON Stock Holding History

Aletheian Wealth Advisors’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,301
Closed -$455K – 85
2023
Q4 		$455K Sell
2,301
-32
-1% -$5.77K 0.3% 60
2023
Q3 		$406K Sell
2,333
-996
-30% -$182K 0.31% 61
2023
Q2 		$651K Buy
+3,329
New +$618K 0.45% 57
2023
Q1 		– Sell
-1,981
Closed -$400K – 68
2022
Q4 		$400K Buy
+1,981
New +$378K 0.35% 58

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aletheian Wealth Advisors's HON Position: Q1 2024 in Review

Aletheian Wealth Advisors sold out of Honeywell (HON) in Q1 2024, closing a stake of 2,301 shares — an estimated $455K sold.

Aletheian Wealth Advisors first reported a position in HON in Q4 2022 and held it in 4 quarters. The position peaked at $651K in Q2 2023. 2,447 funds tracked by Wall St. Rank hold HON as of Q1 2024.

  • Aletheian Wealth Advisors reported no remaining Honeywell position as of Q1 2024 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 2,301 Honeywell shares in Q1 2024, an estimated $455K.
  • Aletheian Wealth Advisors first reported a position in Honeywell in Q4 2022 and held it in 4 quarters.
  • Aletheian Wealth Advisors's Honeywell position peaked at $651K in Q2 2023.
  • 2,447 funds tracked by Wall St. Rank held Honeywell as of Q1 2024.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.