Clear Perspectives Financial Planning’s Honeywell HON Stock Holding History

Clear Perspectives Financial Planning’s Portfolio HON Stock Details HON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$3.63K	Hold	20	–	–	﹤0.01%	167
2022 Q4	$4.07K	Hold	20	–	–	﹤0.01%	180
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	181
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	194
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	192
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	198
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	184
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	183
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	170
2020 Q4	$4K	Buy	+20	New	+$3.63K	﹤0.01%	166

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's HON Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Honeywell (HON) position steady in Q1 2023 at 20 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Clear Perspectives Financial Planning first reported a position in HON in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.07K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold HON as of Q1 2023.

Clear Perspectives Financial Planning held 20 shares of Honeywell worth $3.63K as of Q1 2023.
Clear Perspectives Financial Planning left its Honeywell share count unchanged in Q1 2023.
Honeywell made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #167 holding.
Clear Perspectives Financial Planning first reported a position in Honeywell in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Honeywell position peaked at $4.07K in Q4 2022.
2,301 funds tracked by Wall St. Rank held Honeywell as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.