Fiduciary Alliance’s Honda HMC Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-100	Closed	-$3.03K	–	495
2023 Q2	$3.03K	Buy	+100	New	+$2.82K	﹤0.01%	757
2023 Q1	–	Sell	-200	Closed	-$4.57K	–	440
2022 Q4	$4.57K	Buy	+200	New	+$4.63K	﹤0.01%	553

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Fiduciary Alliance's HMC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Honda (HMC) in Q3 2023, closing a stake of 100 shares — an estimated $3.03K sold.

Fiduciary Alliance first reported a position in HMC in Q4 2022 and held it in 2 quarters. The position peaked at $4.57K in Q4 2022. 326 funds tracked by Wall St. Rank hold HMC as of Q3 2023.

Fiduciary Alliance reported no remaining Honda position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 100 Honda shares in Q3 2023, an estimated $3.03K.
Fiduciary Alliance first reported a position in Honda in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Honda position peaked at $4.57K in Q4 2022.
326 funds tracked by Wall St. Rank held Honda as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.