Bourgeon Capital Management’s Honda HMC Stock Holding History

Bourgeon Capital 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
2023 Q4	–	Sell	-26	Closed	-$875	–	409
2023 Q3	$875	Buy	+26	New	+$836	﹤0.01%	317

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EIC

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

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

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

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

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

Bourgeon Capital Management's HMC Position: Q4 2023 in Review

Bourgeon Capital Management sold out of Honda (HMC) in Q4 2023, closing a stake of 26 shares — an estimated $875 sold.

Bourgeon Capital Management first reported a position in HMC in Q3 2023 and held it in 1 quarter. The position peaked at $875 in Q3 2023. 337 funds tracked by Wall St. Rank hold HMC as of Q4 2023.

Bourgeon Capital Management reported no remaining Honda position as of Q4 2023 after selling out during the quarter.
Bourgeon Capital Management sold 26 Honda shares in Q4 2023, an estimated $875.
Bourgeon Capital Management first reported a position in Honda in Q3 2023 and held it in 1 quarter.
Bourgeon Capital Management's Honda position peaked at $875 in Q3 2023.
337 funds tracked by Wall St. Rank held Honda as of Q4 2023.

Based on Bourgeon Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.