Baystate Wealth Management’s Honda HMC Stock Holding History

Baystate 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 Q4	–	Sell	-361	Closed	-$8K	–	955
2022 Q3	$8K	Buy	+361	New	+$9.13K	﹤0.01%	579

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Baystate Wealth Management's HMC Position: Q4 2022 in Review

Baystate Wealth Management sold out of Honda (HMC) in Q4 2022, closing a stake of 361 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in HMC in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 278 funds tracked by Wall St. Rank hold HMC as of Q4 2022.

Baystate Wealth Management reported no remaining Honda position as of Q4 2022 after selling out during the quarter.
Baystate Wealth Management sold 361 Honda shares in Q4 2022, an estimated $8K.
Baystate Wealth Management first reported a position in Honda in Q3 2022 and held it in 1 quarter.
Baystate Wealth Management's Honda position peaked at $8K in Q3 2022.
278 funds tracked by Wall St. Rank held Honda as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.