Burney Company’s Honda HMC Stock Holding History

Burney Company’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 Q2	–	Sell	-6,706	Closed	-$203K	–	595
2021 Q1	$203K	Buy	+6,706	New	+$193K	0.01%	546
2020 Q1	–	Sell	-13,646	Closed	-$386K	–	450
2019 Q4	$386K	Buy	+13,646	New	+$380K	0.02%	364

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Burney Company's HMC Position: Q2 2021 in Review

Burney Company sold out of Honda (HMC) in Q2 2021, closing a stake of 6,706 shares — an estimated $203K sold.

Burney Company first reported a position in HMC in Q4 2019 and held it in 2 quarters. The position peaked at $386K in Q4 2019. 252 funds tracked by Wall St. Rank hold HMC as of Q2 2021.

Burney Company reported no remaining Honda position as of Q2 2021 after selling out during the quarter.
Burney Company sold 6,706 Honda shares in Q2 2021, an estimated $203K.
Burney Company first reported a position in Honda in Q4 2019 and held it in 2 quarters.
Burney Company's Honda position peaked at $386K in Q4 2019.
252 funds tracked by Wall St. Rank held Honda as of Q2 2021.

Based on Burney Company's 13F filing for Q2 2021, filed 6 Aug 2021.