BOK Financial’s Honda HMC Stock Holding History

BOK Financial’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
2024 Q3	–	Sell	-138	Closed	-$4.45K	–	1435
2024 Q2	$4.45K	Buy	+138	New	+$4.67K	﹤0.01%	1007
2024 Q1	–	Sell	-309	Closed	-$9.55K	–	1254
2023 Q4	$9.55K	Hold	309	–	–	﹤0.01%	952
2023 Q3	$9.5K	Buy	+309	New	+$9.94K	﹤0.01%	899
2022 Q1	–	Sell	-8,332	Closed	-$237K	–	992
2021 Q4	$237K	Buy	+8,332	New	+$242K	﹤0.01%	893
2018 Q2	–	Sell	-7,762	Closed	-$269K	–	934
2018 Q1	$269K	Buy	7,762 +903	+13%	+$31.9K	0.01%	801
2017 Q4	$234K	Hold	6,859	–	–	0.01%	830
2017 Q3	$203K	Buy	+6,859	New	+$194K	0.01%	872
2017 Q2	–	Sell	-6,996	Closed	-$212K	–	905
2017 Q1	$212K	Buy	+6,996	New	+$216K	0.01%	832
2016 Q3	–	Sell	-9,174	Closed	-$232K	–	894
2016 Q2	$232K	Sell	9,174 -670	-7%	-$18K	0.01%	771
2016 Q1	$269K	Sell	9,844 -103	-1%	-$2.83K	0.01%	719
2015 Q4	$318K	Buy	9,947 +895	+10%	+$29K	0.01%	684
2015 Q3	$271K	Buy	9,052 +1,656	+22%	+$53K	0.01%	711
2015 Q2	$240K	Sell	7,396 -211	-3%	-$7.18K	0.01%	756
2015 Q1	$249K	Buy	+7,607	New	+$245K	0.01%	719

Other funds holding HMC

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return