Jeppson Wealth Management’s Honda HMC Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-1,030	Closed	-$24K	–	258
2020 Q3	$24K	Buy	+1,030	New	+$26.1K	0.02%	313

Other funds holding HMC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jeppson Wealth Management's HMC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Honda (HMC) in Q4 2020, closing a stake of 1,030 shares — an estimated $24K sold.

Jeppson Wealth Management first reported a position in HMC in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 231 funds tracked by Wall St. Rank hold HMC as of Q4 2020.

Jeppson Wealth Management reported no remaining Honda position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 1,030 Honda shares in Q4 2020, an estimated $24K.
Jeppson Wealth Management first reported a position in Honda in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Honda position peaked at $24K in Q3 2020.
231 funds tracked by Wall St. Rank held Honda as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.