Independence Advisors’s Honeywell HON Stock Holding History

Independence 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
2020 Q3	$292K	Buy	1,881 +23	+1%	+$3.42K	0.06%	72
2020 Q2	$253K	Hold	1,858	–	–	0.06%	80
2020 Q1	$234K	Sell	1,858 -38	-2%	-$5.87K	0.06%	70
2019 Q4	$316K	Sell	1,896 -190	-9%	-$31.1K	0.08%	66
2019 Q3	$333K	Buy	2,086 +190	+10%	+$30.2K	0.08%	65
2019 Q2	$312K	Buy	1,896 +114	+6%	+$18.1K	0.08%	67
2019 Q1	$267K	Hold	1,782	–	–	0.08%	75
2018 Q4	$222K	Sell	1,782 -78	-4%	-$10.6K	0.07%	74
2018 Q3	$280K	Sell	1,860 -62	-3%	-$8.79K	0.08%	64
2018 Q2	$250K	Buy	1,922 +62	+3%	+$8.25K	0.08%	66
2018 Q1	$243K	Hold	1,860	–	–	0.08%	65
2017 Q4	$258K	Sell	1,860 -32	-2%	-$4.29K	0.09%	65
2017 Q3	$242K	Sell	1,892 -189	-9%	-$23.4K	0.1%	61
2017 Q2	$251K	Sell	2,081 -72	-3%	-$8.49K	0.1%	63
2017 Q1	$243K	Buy	2,153 +72	+3%	+$7.95K	0.1%	62
2016 Q4	$218K	Sell	2,081 -66	-3%	-$6.71K	0.1%	64
2016 Q3	$225K	Buy	+2,147	New	+$224K	0.11%	65

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independence Advisors's HON Position: Q3 2020 in Review

Independence Advisors increased its Honeywell (HON) stake by 1.2% in Q3 2020, buying an estimated $3.42K and bringing the position to 1,881 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #72.

Independence Advisors first reported a position in HON in Q3 2016 and has held it in 17 quarters since. The position peaked at $333K in Q3 2019. 1,943 funds tracked by Wall St. Rank hold HON as of Q3 2020.

Independence Advisors held 1,881 shares of Honeywell worth $292K as of Q3 2020.
Independence Advisors bought 23 Honeywell shares in Q3 2020, an estimated $3.42K.
Honeywell made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #72 holding.
Independence Advisors first reported a position in Honeywell in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's Honeywell position peaked at $333K in Q3 2019.
1,943 funds tracked by Wall St. Rank held Honeywell as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.