Mascoma Wealth Management’s Honda HMC Stock Holding History

Mascoma 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
2022 Q4	–	Sell	-360	Closed	-$8K	–	644
2022 Q3	$8K	Hold	360	–	–	﹤0.01%	432
2022 Q2	$9K	Hold	360	–	–	﹤0.01%	434
2022 Q1	$10K	Hold	360	–	–	﹤0.01%	438
2021 Q4	$10K	Hold	360	–	–	﹤0.01%	401
2021 Q3	$11K	Buy	+360	New	+$11.3K	﹤0.01%	339
2021 Q2	–	Sell	-360	Closed	-$11K	–	253
2021 Q1	$11K	Buy	+360	New	+$10.4K	﹤0.01%	342
2019 Q3	–	Sell	-430	Closed	-$11K	–	197
2019 Q2	$11K	Hold	430	–	–	0.01%	260
2019 Q1	$12K	Buy	430 +70	+19%	+$1.97K	0.01%	253
2018 Q4	$10K	Sell	360 -200	-36%	-$5.53K	0.01%	256
2018 Q3	$17K	Sell	560 -600	-52%	-$17.8K	0.01%	247
2018 Q2	$34K	Buy	1,160 +600	+107%	+$19.7K	0.02%	178
2018 Q1	$19K	Hold	560	–	–	0.01%	222
2017 Q4	$20K	Sell	560 -240	-30%	-$7.76K	0.01%	214
2017 Q3	$24K	Sell	800 -2,950	-79%	-$83.2K	0.02%	209
2017 Q2	$103K	Buy	+3,750	New	+$106K	0.07%	113

Other funds holding HMC

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Renaissance Technologies

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

Bank of America

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