EFS
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Essex Financial Services’s Honda HMC Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-7,174
Closed -$205K – 648
2024
Q4 		$205K Buy
+7,174
New +$203K 0.01% 602
2015
Q1 		– Sell
-10,400
Closed -$307K – 328
2014
Q4 		$307K Buy
+10,400
New +$323K 0.08% 233

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's HMC Position: Q1 2025 in Review

Essex Financial Services sold out of Honda (HMC) in Q1 2025, closing a stake of 7,174 shares — an estimated $205K sold.

Essex Financial Services first reported a position in HMC in Q4 2014 and held it in 2 quarters. The position peaked at $307K in Q4 2014. 339 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

  • Essex Financial Services reported no remaining Honda position as of Q1 2025 after selling out during the quarter.
  • Essex Financial Services sold 7,174 Honda shares in Q1 2025, an estimated $205K.
  • Essex Financial Services first reported a position in Honda in Q4 2014 and held it in 2 quarters.
  • Essex Financial Services's Honda position peaked at $307K in Q4 2014.
  • 339 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Essex Financial Services's 13F filing for Q1 2025, filed 25 Apr 2025.