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Altium Wealth Management’s Honda HMC Stock Holding History

Altium 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
2022
Q2 		$716K Buy
29,658
+3,863
+15% +$98.7K 0.05% 194
2022
Q1 		$729K Buy
25,795
+3,413
+15% +$100K 0.05% 198
2021
Q4 		$637K Sell
22,382
-1,985
-8% -$57.7K 0.04% 208
2021
Q3 		$747K Buy
24,367
+2,167
+10% +$68.2K 0.05% 166
2021
Q2 		$714K Buy
22,200
+2,601
+13% +$80.8K 0.05% 166
2021
Q1 		$592K Buy
19,599
+1,017
+5% +$29.3K 0.05% 188
2020
Q4 		$525K Buy
18,582
+694
+4% +$18.7K 0.05% 183
2020
Q3 		$424K Buy
17,888
+1,148
+7% +$29K 0.04% 204
2020
Q2 		$428K Buy
16,740
+5,115
+44% +$124K 0.05% 206
2020
Q1 		$261K Buy
+11,625
New +$297K 0.04% 241

Other funds holding HMC

Dodge & Cox
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altium Wealth Management's HMC Position: Q2 2022 in Review

Altium Wealth Management increased its Honda (HMC) stake by 15% in Q2 2022, buying an estimated $98.7K and bringing the position to 29,658 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #194.

Altium Wealth Management first reported a position in HMC in Q1 2020 and has held it in 10 quarters since. The position peaked at $747K in Q3 2021. 279 funds tracked by Wall St. Rank hold HMC as of Q2 2022.

  • Altium Wealth Management held 29,658 shares of Honda worth $716K as of Q2 2022.
  • Altium Wealth Management bought 3,863 Honda shares in Q2 2022, an estimated $98.7K.
  • Honda made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #194 holding.
  • Altium Wealth Management first reported a position in Honda in Q1 2020 and has held it in 10 quarters since.
  • Altium Wealth Management's Honda position peaked at $747K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Honda as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.