Golden State Equity Partners’s Honda HMC Stock Holding History

Golden State Equity Partners’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	-97	Closed	-$3.08K	–	629
2024 Q3	$3.08K	Buy	+97	New	+$3.08K	﹤0.01%	676
2023 Q4	–	Sell	-7,763	Closed	-$261K	–	371
2023 Q3	$261K	Sell	7,763 -2,107	-21%	-$67.8K	0.07%	276
2023 Q2	$299K	Sell	9,870 -1,082	-10%	-$30.5K	0.08%	273
2023 Q1	$290K	Buy	+10,952	New	+$275K	0.16%	155

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

Golden State Equity Partners's HMC Position: Q4 2024 in Review

Golden State Equity Partners sold out of Honda (HMC) in Q4 2024, closing a stake of 97 shares — an estimated $3.08K sold.

Golden State Equity Partners first reported a position in HMC in Q1 2023 and held it in 4 quarters. The position peaked at $299K in Q2 2023. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Golden State Equity Partners reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 97 Honda shares in Q4 2024, an estimated $3.08K.
Golden State Equity Partners first reported a position in Honda in Q1 2023 and held it in 4 quarters.
Golden State Equity Partners's Honda position peaked at $299K in Q2 2023.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.