Brandywine Oak Private Wealth’s Honda HMC Stock Holding History

Brandywine Oak Private Wealth’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
2020 Q4	–	Sell	-9,008	Closed	-$213K	–	272
2020 Q3	$213K	Sell	9,008 -1,090	-11%	-$27.6K	0.04%	247
2020 Q2	$258K	Buy	10,098 +1,237	+14%	+$30.1K	0.05%	194
2020 Q1	$200K	Sell	8,861 -497	-5%	-$12.7K	0.04%	207
2019 Q4	$264K	Buy	9,358 +373	+4%	+$10.4K	0.05%	198
2019 Q3	$234K	Buy	8,985 +907	+11%	+$22.9K	0.04%	204
2019 Q2	$208K	Buy	+8,078	New	+$215K	0.04%	210
2019 Q1	–	Sell	-2,701	Closed	-$71K	–	386
2018 Q4	$71K	Buy	+2,701	New	+$74.7K	0.02%	321

Other funds holding HMC

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

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

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

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Brandywine Oak Private Wealth's HMC Position: Q4 2020 in Review

Brandywine Oak Private Wealth sold out of Honda (HMC) in Q4 2020, closing a stake of 9,008 shares — an estimated $213K sold.

Brandywine Oak Private Wealth first reported a position in HMC in Q4 2018 and held it in 7 quarters. The position peaked at $264K in Q4 2019. 231 funds tracked by Wall St. Rank hold HMC as of Q4 2020.

Brandywine Oak Private Wealth reported no remaining Honda position as of Q4 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 9,008 Honda shares in Q4 2020, an estimated $213K.
Brandywine Oak Private Wealth first reported a position in Honda in Q4 2018 and held it in 7 quarters.
Brandywine Oak Private Wealth's Honda position peaked at $264K in Q4 2019.
231 funds tracked by Wall St. Rank held Honda as of Q4 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2020, filed 8 Feb 2021.