Junto Capital Management’s Honeywell HON Stock Holding History

Junto Capital Management’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 Q3	–	Sell	-414,559	Closed	-$81.1M	–	85
2023 Q2	$81.1M	Buy	+414,559	New	+$77M	2.06%	17
2022 Q4	–	Sell	-330,602	Closed	-$52M	–	101
2022 Q3	$52M	Buy	+330,602	New	+$57.6M	1.45%	30
2022 Q2	–	Sell	-211,413	Closed	-$38.8M	–	88
2022 Q1	$38.8M	Buy	+211,413	New	+$39.1M	1.07%	43

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Junto Capital Management's HON Position: Q3 2023 in Review

Junto Capital Management sold out of Honeywell (HON) in Q3 2023, closing a stake of 414,559 shares — an estimated $81.1M sold.

Junto Capital Management first reported a position in HON in Q1 2022 and held it in 3 quarters. The position peaked at $81.1M in Q2 2023. 2,310 funds tracked by Wall St. Rank hold HON as of Q3 2023.

Junto Capital Management reported no remaining Honeywell position as of Q3 2023 after selling out during the quarter.
Junto Capital Management sold 414,559 Honeywell shares in Q3 2023, an estimated $81.1M.
Junto Capital Management first reported a position in Honeywell in Q1 2022 and held it in 3 quarters.
Junto Capital Management's Honeywell position peaked at $81.1M in Q2 2023.
2,310 funds tracked by Wall St. Rank held Honeywell as of Q3 2023.

Based on Junto Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.