Capital Analysts LLC’s Honda HMC Stock Holding History

Capital Analysts LLC’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
2025 Q1	–	Sell	-265	Closed	-$8K	–	1398
2024 Q4	$8K	Buy	265 +6	+2%	+$170	﹤0.01%	1099
2024 Q3	$8K	Hold	259	–	–	﹤0.01%	1065
2024 Q2	$8K	Buy	259 +4	+2%	+$135	﹤0.01%	988
2024 Q1	$9K	Hold	255	–	–	﹤0.01%	932
2023 Q4	$8K	Buy	255 +4	+2%	+$126	﹤0.01%	921
2023 Q3	$8K	Hold	251	–	–	﹤0.01%	913
2023 Q2	$8K	Buy	251 +3	+1%	+$85	﹤0.01%	841
2023 Q1	$7K	Sell	248 -1,590	-87%	-$39.9K	﹤0.01%	833
2022 Q4	$42K	Sell	1,838 -66	-3%	-$1.53K	﹤0.01%	652
2022 Q3	$41K	Hold	1,904	–	–	﹤0.01%	600
2022 Q2	$46K	Sell	1,904 -827	-30%	-$21.1K	﹤0.01%	574
2022 Q1	$77K	Hold	2,731	–	–	﹤0.01%	482
2021 Q4	$78K	Sell	2,731 -2	-0.1%	-$58	﹤0.01%	494
2021 Q3	$84K	Hold	2,733	–	–	0.01%	489
2021 Q2	$88K	Buy	2,733 +1,499	+121%	+$46.6K	0.01%	469
2021 Q1	$37K	Buy	+1,234	New	+$35.5K	﹤0.01%	631

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

Bank of America

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

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

Dimensional Fund Advisors

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)

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return