Ellevest Inc’s Honda HMC Stock Holding History

Ellevest Inc’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 Q4	–	Sell	-7,188	Closed	-$228K	–	431
2024 Q3	$228K	Buy	+7,188	New	+$228K	0.01%	383
2023 Q2	–	Sell	-1,525	Closed	-$40.4K	–	903
2023 Q1	$40.4K	Sell	1,525 -294	-16%	-$7.38K	﹤0.01%	662
2022 Q4	$41.6K	Sell	1,819 -268	-13%	-$6.21K	﹤0.01%	659
2022 Q3	$45K	Sell	2,087 -1,079	-34%	-$27.3K	﹤0.01%	613
2022 Q2	$76K	Buy	3,166 +1,310	+71%	+$33.5K	0.01%	472
2022 Q1	$52K	Sell	1,856 -146	-7%	-$4.29K	﹤0.01%	522
2021 Q4	$57K	Buy	2,002 +716	+56%	+$20.8K	0.01%	483
2021 Q3	$39K	Buy	1,286 +68	+6%	+$2.14K	﹤0.01%	526
2021 Q2	$39K	Sell	1,218 -23	-2%	-$715	﹤0.01%	519
2021 Q1	$37K	Sell	1,241 -337	-21%	-$9.7K	﹤0.01%	540
2020 Q4	$45K	Buy	1,578 +826	+110%	+$22.3K	0.01%	484
2020 Q3	$18K	Buy	752 +431	+134%	+$10.9K	﹤0.01%	542
2020 Q2	$8K	Buy	+321	New	+$7.8K	﹤0.01%	657
2019 Q3	–	Sell	-198	Closed	-$5K	–	547
2019 Q2	$5K	Buy	+198	New	+$5.27K	﹤0.01%	299

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Bank of America

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