Lake Street Advisors Group’s Honda HMC Stock Holding History

Lake Street Advisors Group’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 Q4	$235K	Sell	8,241 -3,238	-28%	-$91.5K	0.01%	518
2024 Q3	$364K	Sell	11,479 -4,207	-27%	-$133K	0.02%	400
2024 Q2	$506K	Sell	15,686 -972	-6%	-$32.9K	0.02%	315
2024 Q1	$620K	Buy	16,658 +947	+6%	+$32.5K	0.03%	304
2023 Q4	$486K	Buy	15,711 +902	+6%	+$28.5K	0.02%	332
2023 Q3	$498K	Buy	14,809 +3,915	+36%	+$126K	0.03%	207
2023 Q2	$330K	Buy	10,894 +113	+1%	+$3.19K	0.02%	223
2023 Q1	$286K	Buy	+10,781	New	+$271K	0.02%	217
2022 Q4	–	Sell	-18,173	Closed	-$392K	–	348
2022 Q3	$392K	Buy	+18,173	New	+$459K	0.03%	200
2022 Q2	–	Sell	-20,586	Closed	-$582K	–	327
2022 Q1	$582K	Buy	+20,586	New	+$605K	0.04%	168
2020 Q2	–	Sell	-9,501	Closed	-$213K	–	279
2020 Q1	$213K	Buy	+9,501	New	+$243K	0.03%	220

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lake Street Advisors Group's HMC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Honda (HMC) stake by 28% in Q4 2024, selling an estimated $91.5K and leaving 8,241 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #518.

Lake Street Advisors Group first reported a position in HMC in Q1 2020 and has held it in 11 quarters since. The position peaked at $620K in Q1 2024. 355 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Lake Street Advisors Group held 8,241 shares of Honda worth $235K as of Q4 2024.
Lake Street Advisors Group sold 3,238 Honda shares in Q4 2024, an estimated $91.5K.
Honda made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #518 holding.
Lake Street Advisors Group first reported a position in Honda in Q1 2020 and has held it in 11 quarters since.
Lake Street Advisors Group's Honda position peaked at $620K in Q1 2024.
355 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.