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Meridian Wealth Partners’s Honeywell HON Stock Holding History

Meridian Wealth Partners’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-253
Closed -$51K – 604
2021
Q1 		$51K Buy
253
+20
+9% +$3.9K 0.02% 155
2020
Q4 		$47K Hold
233
– – 0.02% 148
2020
Q3 		$36K Buy
233
+35
+18% +$5.2K 0.02% 152
2020
Q2 		$27K Sell
198
-22
-10% -$2.91K 0.01% 169
2020
Q1 		$28K Buy
220
+32
+17% +$4.94K 0.02% 153
2019
Q4 		$31K Buy
+188
New +$30.7K 0.02% 160

Other funds holding HON

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meridian Wealth Partners's HON Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Honeywell (HON) in Q2 2021, closing a stake of 253 shares — an estimated $51K sold.

Meridian Wealth Partners first reported a position in HON in Q4 2019 and held it in 6 quarters. The position peaked at $51K in Q1 2021. 2,201 funds tracked by Wall St. Rank hold HON as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Honeywell position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 253 Honeywell shares in Q2 2021, an estimated $51K.
  • Meridian Wealth Partners first reported a position in Honeywell in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Honeywell position peaked at $51K in Q1 2021.
  • 2,201 funds tracked by Wall St. Rank held Honeywell as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.