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Householder Group Estate & Retirement Specialist’s Honeywell HON Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$329K Sell
1,549
-3,598
-70% -$750K 0.25% 67
2024
Q3 		$1M Sell
5,147
-1,079
-17% -$209K 0.29% 74
2024
Q2 		$1.25M Sell
6,226
-1,163
-16% -$221K 0.35% 59
2024
Q1 		$1.43M Sell
7,389
-2,322
-24% -$437K 0.43% 43
2023
Q4 		$1.92M Sell
9,711
-619
-6% -$112K 0.63% 33
2023
Q3 		$1.8M Buy
+10,330
New +$1.89M 0.65% 31
2023
Q1 		$2.98M Buy
+16,527
New +$3.11M 1.14% 14
2022
Q4 		– Sell
-17,347
Closed -$2.73M – 645
2022
Q3 		$2.73M Sell
17,347
-98
-0.6% -$17.1K 1.13% 14
2022
Q2 		$2.86M Buy
17,445
+985
+6% +$177K 1.28% 15
2022
Q1 		$3.02M Buy
16,460
+387
+2% +$71.6K 1.22% 17
2021
Q4 		$3.16M Buy
+16,073
New +$3.24M 1.18% 17

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Householder Group Estate & Retirement Specialist's HON Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Honeywell (HON) stake by 70% in Q4 2024, selling an estimated $750K and leaving 1,549 shares worth $329K. The position accounts for 0.25% of the portfolio, ranked #67.

Householder Group Estate & Retirement Specialist first reported a position in HON in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2021. 2,729 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,549 shares of Honeywell worth $329K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 3,598 Honeywell shares in Q4 2024, an estimated $750K.
  • Honeywell made up 0.25% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #67 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Honeywell in Q4 2021 and has held it in 11 quarters since.
  • Householder Group Estate & Retirement Specialist's Honeywell position peaked at $3.16M in Q4 2021.
  • 2,729 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.