Concord Wealth Partners’s Honda HMC Stock Holding History

Concord Wealth Partners’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	-241	Closed	-$8.11K	–	907
2023 Q3	$8.11K	Hold	241	–	–	﹤0.01%	648
2023 Q2	$7.3K	Buy	+241	New	+$6.8K	﹤0.01%	646
2023 Q1	–	Sell	-301	Closed	-$6.88K	–	1101
2022 Q4	$6.88K	Buy	+301	New	+$6.97K	﹤0.01%	697
2022 Q3	–	Sell	-175	Closed	-$4K	–	571
2022 Q2	$4K	Sell	175 -2,730	-94%	-$69.8K	﹤0.01%	870
2022 Q1	$82K	Sell	2,905 -480	-14%	-$14.1K	0.02%	331
2021 Q4	$96K	Buy	3,385 +2,852	+535%	+$83K	0.02%	315
2021 Q3	$16K	Sell	533 -2,582	-83%	-$81.3K	0.01%	412
2021 Q2	$100K	Buy	3,115 +747	+32%	+$23.2K	0.03%	240
2021 Q1	$72K	Buy	2,368 +2,342	+9,008%	+$67.4K	0.02%	270
2020 Q4	$1K	Buy	+26	New	+$702	﹤0.01%	625

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

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Renaissance Technologies

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