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Evercore Wealth Management’s Honda HMC Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-1,000
Closed -$30K – 1034
2015
Q3 		$30K Hold
1,000
– – ﹤0.01% 670
2015
Q2 		$32K Hold
1,000
– – ﹤0.01% 709
2015
Q1 		$33K Hold
1,000
– – ﹤0.01% 687
2014
Q4 		$30K Hold
1,000
– – ﹤0.01% 610
2014
Q3 		$34K Hold
1,000
– – ﹤0.01% 661
2014
Q2 		$35K Sell
1,000
-100
-9% -$3.43K ﹤0.01% 661
2014
Q1 		$39K Hold
1,100
– – ﹤0.01% 634
2013
Q4 		$45K Sell
1,100
-211
-16% -$8.54K ﹤0.01% 574
2013
Q3 		$50K Buy
1,311
+311
+31% +$11.9K ﹤0.01% 568
2013
Q2 		$37K Buy
+1,000
New +$38.8K ﹤0.01% 600

Other funds holding HMC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's HMC Position: Q4 2015 in Review

Evercore Wealth Management sold out of Honda (HMC) in Q4 2015, closing a stake of 1,000 shares — an estimated $30K sold.

Evercore Wealth Management first reported a position in HMC in Q2 2013 and held it in 10 quarters. The position peaked at $50K in Q3 2013. 234 funds tracked by Wall St. Rank hold HMC as of Q4 2015.

  • Evercore Wealth Management reported no remaining Honda position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Honda shares in Q4 2015, an estimated $30K.
  • Evercore Wealth Management first reported a position in Honda in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Honda position peaked at $50K in Q3 2013.
  • 234 funds tracked by Wall St. Rank held Honda as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.