Lenox Wealth Management’s Honda HMC Stock Holding History

Lenox 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 Q2	$34K	Sell	1,360 -52	-4%	-$1.26K	0.01%	299
2020 Q1	$31K	Buy	1,412 +475	+51%	+$12.1K	0.01%	287
2019 Q4	$27K	Buy	937 +41	+5%	+$1.14K	0.01%	326
2019 Q3	$23K	Hold	896	–	–	0.01%	339
2019 Q2	$23K	Hold	896	–	–	0.01%	331
2019 Q1	$24K	Buy	+896	New	+$25.1K	0.01%	332
2018 Q4	–	Sell	-44	Closed	-$2K	–	658
2018 Q3	$2K	Buy	+44	New	+$1.31K	﹤0.01%	580

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

PPA

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Lenox Wealth Management's HMC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Honda (HMC) stake by 3.7% in Q2 2020, selling an estimated $1.26K and leaving 1,360 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #299.

Lenox Wealth Management first reported a position in HMC in Q3 2018 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold HMC as of Q2 2020.

Lenox Wealth Management held 1,360 shares of Honda worth $34K as of Q2 2020.
Lenox Wealth Management sold 52 Honda shares in Q2 2020, an estimated $1.26K.
Honda made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #299 holding.
Lenox Wealth Management first reported a position in Honda in Q3 2018 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Honda as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.