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Connectus Wealth’s Honda HMC Stock Holding History

Connectus 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
2024
Q1 		$877K Sell
23,541
-674
-3% -$23.2K 0.02% 242
2023
Q4 		$749K Sell
24,215
-205
-0.8% -$6.47K 0.02% 373
2023
Q3 		$821K Buy
+24,420
New +$785K 0.02% 342
2022
Q2 		– Sell
-25,237
Closed -$719K – 453
2022
Q1 		$719K Sell
25,237
-1,631
-6% -$47.9K 0.02% 279
2021
Q4 		$765K Buy
+26,868
New +$781K 0.03% 238

Other funds holding HMC

Dodge & Cox
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Connectus Wealth's HMC Position: Q1 2024 in Review

Connectus Wealth reduced its Honda (HMC) stake by 2.8% in Q1 2024, selling an estimated $23.2K and leaving 23,541 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #242.

Connectus Wealth first reported a position in HMC in Q4 2021 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold HMC as of Q1 2024.

  • Connectus Wealth held 23,541 shares of Honda worth $877K as of Q1 2024.
  • Connectus Wealth sold 674 Honda shares in Q1 2024, an estimated $23.2K.
  • Honda made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #242 holding.
  • Connectus Wealth first reported a position in Honda in Q4 2021 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held Honda as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.