B.O.S.S. Retirement Advisors’s Honeywell HON Stock Holding History

B.O.S.S. Retirement 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 Q4	–	Sell	-16,943	Closed	-$3.3M	–	238
2024 Q3	$3.3M	Buy	16,943 +2,268	+15%	+$440K	0.66%	44
2024 Q2	$2.95M	Buy	14,675 +4,650	+46%	+$885K	0.76%	44
2024 Q1	$1.98M	Sell	10,025 -618	-6%	-$116K	0.76%	48
2023 Q4	$2.1M	Buy	10,643 +1,420	+15%	+$256K	0.41%	76
2023 Q3	$1.61M	Buy	9,223 +967	+12%	+$177K	0.35%	104
2023 Q2	$1.61M	Sell	8,256 -2,787	-25%	-$518K	0.34%	114
2023 Q1	$1.99M	Sell	11,043 -119	-1%	-$22.4K	0.47%	75
2022 Q4	$2.25M	Buy	+11,162	New	+$2.13M	0.58%	54

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's HON Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Honeywell (HON) in Q4 2024, closing a stake of 16,943 shares — an estimated $3.3M sold.

B.O.S.S. Retirement Advisors first reported a position in HON in Q4 2022 and held it in 8 quarters. The position peaked at $3.3M in Q3 2024. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 16,943 Honeywell shares in Q4 2024, an estimated $3.3M.
B.O.S.S. Retirement Advisors first reported a position in Honeywell in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Honeywell position peaked at $3.3M in Q3 2024.
2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.