Berman Capital Advisors’s Honda HMC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$18K	Buy	618 +29	+5%	+$913	﹤0.01%	1014
2021 Q2	$18K	Buy	589 +2	+0.3%	+$62	﹤0.01%	941
2021 Q1	$17K	Buy	587 +25	+4%	+$719	﹤0.01%	840
2020 Q4	$15K	Sell	562 -19	-3%	-$513	﹤0.01%	757
2020 Q3	$13K	Sell	581 -2	-0.3%	-$51	﹤0.01%	719
2020 Q2	$14K	Sell	583 -114	-16%	-$2.77K	﹤0.01%	649
2020 Q1	$15K	Buy	697 +286	+70%	+$7.31K	﹤0.01%	564
2019 Q4	$11K	Sell	411 -8	-2%	-$223	﹤0.01%	703
2019 Q3	$10K	Buy	419 +234	+126%	+$5.9K	﹤0.01%	712
2019 Q2	$4K	Sell	185 -77	-29%	-$2.05K	﹤0.01%	1018
2019 Q1	$7K	Buy	262 +2	+0.8%	+$56	﹤0.01%	764
2018 Q4	$5K	Buy	+260	New	+$7.2K	﹤0.01%	684

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Berman Capital Advisors's HMC Position: Q3 2021 in Review

Berman Capital Advisors increased its Honda (HMC) stake by 4.9% in Q3 2021, buying an estimated $913 and bringing the position to 618 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Berman Capital Advisors first reported a position in HMC in Q4 2018 and has held it in 12 quarters since. 266 funds tracked by Wall St. Rank hold HMC as of Q3 2021.

Berman Capital Advisors held 618 shares of Honda worth $18K as of Q3 2021.
Berman Capital Advisors bought 29 Honda shares in Q3 2021, an estimated $913.
Honda made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1014 holding.
Berman Capital Advisors first reported a position in Honda in Q4 2018 and has held it in 12 quarters since.
266 funds tracked by Wall St. Rank held Honda as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.