HWM
HMC icon

HighMark Wealth Management’s Honda HMC Stock Holding History

HighMark Wealth 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
Q1 		– Sell
-102
Closed -$3.14K – 582
2023
Q4 		$3.14K Buy
102
+1
+1% +$32 ﹤0.01% 422
2023
Q3 		$3.38K Buy
+101
New +$3.25K ﹤0.01% 398

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Goldman Sachs
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
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

HighMark Wealth Management's HMC Position: Q1 2024 in Review

HighMark Wealth Management sold out of Honda (HMC) in Q1 2024, closing a stake of 102 shares — an estimated $3.14K sold.

HighMark Wealth Management first reported a position in HMC in Q3 2023 and held it in 2 quarters. The position peaked at $3.38K in Q3 2023. 362 funds tracked by Wall St. Rank hold HMC as of Q1 2024.

  • HighMark Wealth Management reported no remaining Honda position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 102 Honda shares in Q1 2024, an estimated $3.14K.
  • HighMark Wealth Management first reported a position in Honda in Q3 2023 and held it in 2 quarters.
  • HighMark Wealth Management's Honda position peaked at $3.38K in Q3 2023.
  • 362 funds tracked by Wall St. Rank held Honda as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.