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 $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mascoma Wealth Management's HMC Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Honda (HMC) in Q4 2022, closing a stake of 360 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in HMC in Q2 2017 and held it in 15 quarters. The position peaked at $103K in Q2 2017. 278 funds tracked by Wall St. Rank hold HMC as of Q4 2022.

Mascoma Wealth Management reported no remaining Honda position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 360 Honda shares in Q4 2022, an estimated $8K.
Mascoma Wealth Management first reported a position in Honda in Q2 2017 and held it in 15 quarters.
Mascoma Wealth Management's Honda position peaked at $103K in Q2 2017.
278 funds tracked by Wall St. Rank held Honda as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.