Cresset Asset Management’s Honda HMC Stock Holding History

Cresset Asset Management’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 Q2	–	Sell	-11,943	Closed	-$324K	–	1599
2025 Q1	$324K	Sell	11,943 -7,528	-39%	-$215K	﹤0.01%	1271
2024 Q4	$556K	Sell	19,471 -44,653	-70%	-$1.26M	﹤0.01%	1039
2024 Q3	$2.03M	Buy	64,124 +11,717	+22%	+$372K	0.01%	806
2024 Q2	$1.69M	Buy	52,407 +6,228	+13%	+$211K	0.01%	803
2024 Q1	$1.72M	Buy	46,179 +4,103	+10%	+$141K	0.01%	719
2023 Q4	$1.3M	Buy	42,076 +753	+2%	+$23.8K	0.01%	778
2023 Q3	$1.39M	Buy	41,323 +8,463	+26%	+$272K	0.01%	688
2023 Q2	$996K	Buy	+32,860	New	+$928K	﹤0.01%	952
2021 Q4	–	Sell	-8,870	Closed	-$272K	–	1194
2021 Q3	$272K	Buy	8,870 +2,429	+38%	+$76.4K	﹤0.01%	896
2021 Q2	$207K	Buy	+6,441	New	+$200K	﹤0.01%	940
2020 Q3	–	Sell	-8,078	Closed	-$206K	–	726
2020 Q2	$206K	Buy	+8,078	New	+$196K	﹤0.01%	596
2019 Q2	–	Sell	-7,356	Closed	-$200K	–	987
2019 Q1	$200K	Buy	7,356 +3,313	+82%	+$93K	0.01%	377
2018 Q4	$107K	Buy	+4,043	New	+$112K	0.01%	314

Other funds holding HMC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return