Harvest Group Wealth Management’s Honeywell HON Stock Holding History

Harvest Group Wealth Management’s Portfolio HON Stock Details HON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$31.2K	Hold	173	–	–	0.02%	69
2022 Q4	$34.9K	Hold	173	–	–	0.02%	69
2022 Q3	$30K	Hold	173	–	–	0.02%	73
2022 Q2	$31K	Hold	173	–	–	0.02%	76
2022 Q1	$32K	Hold	173	–	–	0.02%	59
2021 Q4	$34K	Hold	173	–	–	0.02%	47
2021 Q3	$35K	Hold	173	–	–	0.02%	45
2021 Q2	$36K	Buy	+173	New	+$36.6K	0.02%	42
2021 Q1	–	Sell	-173	Closed	-$35K	–	319
2020 Q4	$35K	Hold	173	–	–	0.02%	128
2020 Q3	$27K	Sell	173 -18	-9%	-$2.67K	0.02%	139
2020 Q2	$26K	Hold	191	–	–	0.02%	134
2020 Q1	$24K	Hold	191	–	–	0.02%	122
2019 Q4	$31K	Hold	191	–	–	0.03%	111
2019 Q3	$30K	Hold	191	–	–	0.04%	110
2019 Q2	$31K	Hold	191	–	–	0.04%	101
2019 Q1	$29K	Buy	+191	New	+$26.7K	0.03%	124

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return