LifeSteps Financial’s Honda HMC Stock Holding History

LifeSteps 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 Q2	–	Sell	-500	Closed	-$18.6K	–	216
2024 Q1	$18.6K	Buy	+500	New	+$17.2K	0.01%	233

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

EIC

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

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

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

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

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

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

LifeSteps Financial's HMC Position: Q2 2024 in Review

LifeSteps Financial sold out of Honda (HMC) in Q2 2024, closing a stake of 500 shares — an estimated $18.6K sold.

LifeSteps Financial first reported a position in HMC in Q1 2024 and held it in 1 quarter. The position peaked at $18.6K in Q1 2024. 358 funds tracked by Wall St. Rank hold HMC as of Q2 2024.

LifeSteps Financial reported no remaining Honda position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 500 Honda shares in Q2 2024, an estimated $18.6K.
LifeSteps Financial first reported a position in Honda in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Honda position peaked at $18.6K in Q1 2024.
358 funds tracked by Wall St. Rank held Honda as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.