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Litman Gregory Wealth Management’s Honda HMC Stock Holding History

Litman Gregory 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
Q1 		– Sell
-650
Closed -$18K – 185
2019
Q4 		$18K Hold
650
– – ﹤0.01% 129
2019
Q3 		$17K Hold
650
– – ﹤0.01% 121
2019
Q2 		$17K Hold
650
– – ﹤0.01% 143
2019
Q1 		$18K Hold
650
– – ﹤0.01% 93
2018
Q4 		$17K Buy
+650
New +$18K 0.01% 100

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Litman Gregory Wealth Management's HMC Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Honda (HMC) in Q1 2020, closing a stake of 650 shares — an estimated $18K sold.

Litman Gregory Wealth Management first reported a position in HMC in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 213 funds tracked by Wall St. Rank hold HMC as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Honda position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 650 Honda shares in Q1 2020, an estimated $18K.
  • Litman Gregory Wealth Management first reported a position in Honda in Q4 2018 and held it in 5 quarters.
  • Litman Gregory Wealth Management's Honda position peaked at $18K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Honda as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.