GeoWealth Management’s Honda HMC Stock Holding History

GeoWealth 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
2024 Q4	–	Sell	-1,779	Closed	-$56.4K	–	1841
2024 Q3	$56.4K	Buy	+1,779	New	+$56.4K	﹤0.01%	1035

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

GeoWealth Management's HMC Position: Q4 2024 in Review

GeoWealth Management sold out of Honda (HMC) in Q4 2024, closing a stake of 1,779 shares — an estimated $56.4K sold.

GeoWealth Management first reported a position in HMC in Q3 2024 and held it in 1 quarter. The position peaked at $56.4K in Q3 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

GeoWealth Management reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 1,779 Honda shares in Q4 2024, an estimated $56.4K.
GeoWealth Management first reported a position in Honda in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Honda position peaked at $56.4K in Q3 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.