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BBJS Financial Advisors’s Honeywell HON Stock Holding History

BBJS Financial 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
Q3 		$46.5K Buy
239
+128
+115% +$24.8K 0.02% 76
2024
Q2 		$22.4K Buy
+111
New +$21.1K 0.01% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

BBJS Financial Advisors's HON Position: Q3 2024 in Review

BBJS Financial Advisors increased its Honeywell (HON) stake by 115% in Q3 2024, buying an estimated $24.8K and bringing the position to 239 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #76.

BBJS Financial Advisors first reported a position in HON in Q2 2024 and has held it in 2 quarters since. 2,497 funds tracked by Wall St. Rank hold HON as of Q3 2024.

  • BBJS Financial Advisors held 239 shares of Honeywell worth $46.5K as of Q3 2024.
  • BBJS Financial Advisors bought 128 Honeywell shares in Q3 2024, an estimated $24.8K.
  • Honeywell made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #76 holding.
  • BBJS Financial Advisors first reported a position in Honeywell in Q2 2024 and has held it in 2 quarters since.
  • 2,497 funds tracked by Wall St. Rank held Honeywell as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.