Glassman Wealth Services’s Honda HMC Stock Holding History

Glassman Wealth 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
2024 Q1	–	Sell	-1,665	Closed	-$51.5K	–	902
2023 Q4	$51.5K	Buy	1,665 +129	+8%	+$4.07K	0.01%	442
2023 Q3	$51.7K	Buy	1,536 +232	+18%	+$7.46K	0.01%	411
2023 Q2	$39.5K	Sell	1,304 -128	-9%	-$3.61K	0.01%	458
2023 Q1	$37.9K	Buy	1,432 +311	+28%	+$7.81K	0.01%	468
2022 Q4	$25.6K	Buy	1,121 +319	+40%	+$7.39K	﹤0.01%	601
2022 Q3	$17K	Buy	802 +174	+28%	+$4.4K	﹤0.01%	666
2022 Q2	$15K	Sell	628 -379	-38%	-$9.69K	﹤0.01%	700
2022 Q1	$28K	Buy	1,007 +274	+37%	+$8.05K	0.01%	546
2021 Q4	$21K	Buy	733 +41	+6%	+$1.19K	﹤0.01%	597
2021 Q3	$21K	Buy	692 +104	+18%	+$3.27K	﹤0.01%	571
2021 Q2	$19K	Buy	588 +56	+11%	+$1.74K	﹤0.01%	586
2021 Q1	$16K	Sell	532 -48	-8%	-$1.38K	﹤0.01%	584
2020 Q4	$16K	Buy	580 +251	+76%	+$6.78K	﹤0.01%	589
2020 Q3	$8K	Buy	329 +110	+50%	+$2.78K	﹤0.01%	671
2020 Q2	$6K	Buy	219 +177	+421%	+$4.3K	﹤0.01%	587
2020 Q1	$1K	Buy	42 +22	+110%	+$563	﹤0.01%	895
2019 Q4	$1K	Buy	+20	New	+$557	﹤0.01%	938

Other funds holding HMC

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Dimensional Fund Advisors

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital

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