Lee Financial’s Honda HMC Stock Holding History

Lee Financial’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 Q1	–	Sell	-148	Closed	-$4.58K	–	453
2023 Q4	$4.58K	Hold	148	–	–	﹤0.01%	563
2023 Q3	$4.98K	Buy	+148	New	+$4.76K	﹤0.01%	521

Other funds holding HMC

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

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lee Financial's HMC Position: Q1 2024 in Review

Lee Financial sold out of Honda (HMC) in Q1 2024, closing a stake of 148 shares — an estimated $4.58K sold.

Lee Financial first reported a position in HMC in Q3 2023 and held it in 2 quarters. The position peaked at $4.98K in Q3 2023. 362 funds tracked by Wall St. Rank hold HMC as of Q1 2024.

Lee Financial reported no remaining Honda position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 148 Honda shares in Q1 2024, an estimated $4.58K.
Lee Financial first reported a position in Honda in Q3 2023 and held it in 2 quarters.
Lee Financial's Honda position peaked at $4.98K in Q3 2023.
362 funds tracked by Wall St. Rank held Honda as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.