Inspire Advisors’s Honeywell HON Stock Holding History

Inspire 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
2023 Q4	–	Sell	-1,876	Closed	-$327K	–	349
2023 Q3	$327K	Buy	1,876 +104	+6%	+$19K	0.06%	188
2023 Q2	$347K	Buy	1,772 +164	+10%	+$30.5K	0.07%	141
2023 Q1	$290K	Buy	1,608 +304	+23%	+$57.2K	0.07%	118
2022 Q4	$263K	Buy	1,304 +3	+0.2%	+$573	0.07%	118
2022 Q3	$205K	Buy	1,301 +6	+0.5%	+$1.04K	0.06%	122
2022 Q2	$212K	Buy	+1,295	New	+$233K	0.06%	82
2021 Q1	–	Sell	-615	Closed	-$123K	–	363
2020 Q4	$123K	Buy	+615	New	+$112K	0.05%	100

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

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

Inspire Advisors's HON Position: Q4 2023 in Review

Inspire Advisors sold out of Honeywell (HON) in Q4 2023, closing a stake of 1,876 shares — an estimated $327K sold.

Inspire Advisors first reported a position in HON in Q4 2020 and held it in 7 quarters. The position peaked at $347K in Q2 2023. 2,477 funds tracked by Wall St. Rank hold HON as of Q4 2023.

Inspire Advisors reported no remaining Honeywell position as of Q4 2023 after selling out during the quarter.
Inspire Advisors sold 1,876 Honeywell shares in Q4 2023, an estimated $327K.
Inspire Advisors first reported a position in Honeywell in Q4 2020 and held it in 7 quarters.
Inspire Advisors's Honeywell position peaked at $347K in Q2 2023.
2,477 funds tracked by Wall St. Rank held Honeywell as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.