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Hoover Financial Advisors’s Honeywell HON Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$34K Hold
166
– – 0.01% 333
2021
Q1 		$36K Hold
166
– – 0.01% 295
2020
Q4 		$33K Buy
+166
New +$30.2K 0.01% 275

Other funds holding HON

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hoover Financial Advisors's HON Position: Q2 2021 in Review

Hoover Financial Advisors held its Honeywell (HON) position steady in Q2 2021 at 166 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #333.

Hoover Financial Advisors first reported a position in HON in Q4 2020 and has held it in 3 quarters since. The position peaked at $36K in Q1 2021. 2,202 funds tracked by Wall St. Rank hold HON as of Q2 2021.

  • Hoover Financial Advisors held 166 shares of Honeywell worth $34K as of Q2 2021.
  • Hoover Financial Advisors left its Honeywell share count unchanged in Q2 2021.
  • Honeywell made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #333 holding.
  • Hoover Financial Advisors first reported a position in Honeywell in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Honeywell position peaked at $36K in Q1 2021.
  • 2,202 funds tracked by Wall St. Rank held Honeywell as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.