BCWM
HON icon

Blue Chip Wealth Management’s Honeywell HON Stock Holding History

Blue Chip Wealth Management’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
2020
Q3 		$971K Buy
6,260
+593
+10% +$88.1K 0.77% 34
2020
Q2 		$772K Sell
5,667
-393
-6% -$52K 0.73% 37
2020
Q1 		$764K Sell
6,060
-693
-10% -$107K 0.95% 31
2019
Q4 		$1.13M Buy
6,753
+16
+0.2% +$2.62K 1.04% 26
2019
Q3 		$1.07M Sell
6,737
-303
-4% -$48.2K 1.12% 26
2019
Q2 		$1.16M Buy
7,040
+597
+9% +$95K 1.22% 24
2019
Q1 		$965K Sell
6,443
-428
-6% -$59.8K 1.09% 29
2018
Q4 		$856K Sell
6,871
-611
-8% -$83.4K 1.12% 30
2018
Q3 		$1.13M Sell
7,482
-70
-0.9% -$9.92K 1.13% 30
2018
Q2 		$983K Sell
7,552
-514
-6% -$68.4K 1.07% 30
2018
Q1 		$1.05M Buy
+8,066
New +$1.12M 1.08% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return