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Axim Planning & Wealth’s Honeywell HON Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-259
Closed -$41K – 87
2022
Q3 		$41K Hold
259
– – 0.04% 54
2022
Q2 		$42K Buy
+259
New +$46.5K 0.03% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Axim Planning & Wealth's HON Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Honeywell (HON) in Q4 2022, closing a stake of 259 shares — an estimated $41K sold.

Axim Planning & Wealth first reported a position in HON in Q2 2022 and held it in 2 quarters. The position peaked at $42K in Q2 2022. 2,353 funds tracked by Wall St. Rank hold HON as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Honeywell position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 259 Honeywell shares in Q4 2022, an estimated $41K.
  • Axim Planning & Wealth first reported a position in Honeywell in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Honeywell position peaked at $42K in Q2 2022.
  • 2,353 funds tracked by Wall St. Rank held Honeywell as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.