Loring Wolcott & Coolidge Fiduciary Advisors’s Honda HMC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023 Q4	–	Sell	-122	Closed	-$3.88K	–	573
2023 Q3	$3.88K	Hold	122	–	–	﹤0.01%	565
2023 Q2	$3.7K	Buy	+122	New	+$3.44K	﹤0.01%	591
2022 Q2	–	Sell	-1,900	Closed	-$54K	–	651
2022 Q1	$54K	Hold	1,900	–	–	﹤0.01%	434
2021 Q4	$54K	Hold	1,900	–	–	﹤0.01%	455
2021 Q3	$58K	Sell	1,900 -116	-6%	-$3.65K	﹤0.01%	445
2021 Q2	$65K	Buy	+2,016	New	+$62.6K	﹤0.01%	446
2014 Q3	–	Sell	-500	Closed	-$17K	–	603
2014 Q2	$17K	Hold	500	–	–	﹤0.01%	517
2014 Q1	$18K	Hold	500	–	–	﹤0.01%	500
2013 Q4	$21K	Hold	500	–	–	﹤0.01%	466
2013 Q3	$19K	Hold	500	–	–	﹤0.01%	448
2013 Q2	$19K	Buy	+500	New	+$19.4K	﹤0.01%	486

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

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

MIP

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HMC Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Honda (HMC) in Q4 2023, closing a stake of 122 shares — an estimated $3.88K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HMC in Q2 2013 and held it in 11 quarters. The position peaked at $65K in Q2 2021. 338 funds tracked by Wall St. Rank hold HMC as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Honda position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 122 Honda shares in Q4 2023, an estimated $3.88K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Honda in Q2 2013 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Honda position peaked at $65K in Q2 2021.
338 funds tracked by Wall St. Rank held Honda as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.