FTDI
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First Trust Direct Indexing’s Honda HMC Stock Holding History

First Trust Direct Indexing’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
-44,269
Closed -$1.4M – 402
2024
Q3 		$1.4M Buy
44,269
+2,991
+7% +$94.9K 0.08% 266
2024
Q2 		$1.33M Buy
41,278
+1,147
+3% +$38.8K 0.08% 247
2024
Q1 		$1.49M Sell
40,131
-4,149
-9% -$143K 0.11% 197
2023
Q4 		$1.37M Sell
44,280
-2,349
-5% -$74.2K 0.12% 185
2023
Q3 		$1.57M Buy
46,629
+1,161
+3% +$37.3K 0.18% 124
2023
Q2 		$1.38M Buy
45,468
+4,626
+11% +$131K 0.15% 149
2023
Q1 		$1.08M Sell
40,842
-2,636
-6% -$66.2K 0.13% 185
2022
Q4 		$994K Sell
43,478
-1,605
-4% -$37.2K 0.13% 201
2022
Q3 		$973K Buy
45,083
+7,048
+19% +$178K 0.14% 189
2022
Q2 		$919K Buy
38,035
+1,151
+3% +$29.4K 0.13% 211
2022
Q1 		$1.04M Buy
36,884
+9,087
+33% +$267K 0.13% 200
2021
Q4 		$791K Sell
27,797
-1,767
-6% -$51.4K 0.1% 249
2021
Q3 		$907K Buy
29,564
+3,868
+15% +$122K 0.13% 196
2021
Q2 		$827K Buy
25,696
+8,252
+47% +$256K 0.12% 207
2021
Q1 		$527K Buy
17,444
+488
+3% +$14K 0.14% 204
2020
Q4 		$479K Buy
+16,956
New +$458K 0.13% 198

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
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
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
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