JWM
HMC icon

Janiczek Wealth Management’s Honda HMC Stock Holding History

Janiczek 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
Q2 		$622K Sell
19,298
-854
-4% -$28.9K 0.13% 70
2024
Q1 		$750K Buy
20,152
+4,316
+27% +$148K 0.16% 61
2023
Q4 		$489K Sell
15,836
-649
-4% -$20.5K 0.12% 76
2023
Q3 		$555K Buy
16,485
+3,680
+29% +$118K 0.15% 59
2023
Q2 		$388K Buy
12,805
+1,393
+12% +$39.3K 0.11% 67
2023
Q1 		$298K Buy
11,412
+677
+6% +$17K 0.08% 83
2022
Q4 		$259K Buy
10,735
+6,220
+138% +$144K 0.07% 94
2022
Q3 		$100K Sell
4,515
-1,780
-28% -$45K 0.03% 195
2022
Q2 		$162K Buy
6,295
+742
+13% +$19K 0.05% 130
2022
Q1 		$157K Sell
5,553
-56
-1% -$1.65K 0.04% 148
2021
Q4 		$160K Buy
5,609
+113
+2% +$3.29K 0.05% 132
2021
Q3 		$169K Buy
5,496
+1,728
+46% +$54.4K 0.06% 113
2021
Q2 		$121K Buy
3,768
+591
+19% +$18.4K 0.04% 129
2021
Q1 		$96K Buy
3,177
+599
+23% +$17.2K 0.04% 139
2020
Q4 		$73K Buy
2,578
+2,014
+357% +$54.4K 0.04% 142
2020
Q3 		$13K Buy
+564
New +$14.3K 0.01% 207

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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's HMC Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Honda (HMC) stake by 4.2% in Q2 2024, selling an estimated $28.9K and leaving 19,298 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #70.

Janiczek Wealth Management first reported a position in HMC in Q3 2020 and has held it in 16 quarters since. The position peaked at $750K in Q1 2024. 358 funds tracked by Wall St. Rank hold HMC as of Q2 2024.

  • Janiczek Wealth Management held 19,298 shares of Honda worth $622K as of Q2 2024.
  • Janiczek Wealth Management sold 854 Honda shares in Q2 2024, an estimated $28.9K.
  • Honda made up 0.13% of Janiczek Wealth Management's portfolio in Q2 2024, its #70 holding.
  • Janiczek Wealth Management first reported a position in Honda in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Honda position peaked at $750K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Honda as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.