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Milestone Wealth’s Honeywell HON Stock Holding History

Milestone Wealth’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
2022
Q3 		$32K Hold
203
– – 0.04% 132
2022
Q2 		$33K Hold
203
– – 0.03% 130
2022
Q1 		$40K Hold
203
– – 0.03% 148
2021
Q4 		$40K Buy
+203
New +$41K 0.03% 148

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Wealth's HON Position: Q3 2022 in Review

Milestone Wealth held its Honeywell (HON) position steady in Q3 2022 at 203 shares worth $32K. The position accounts for 0.04% of the portfolio, ranked #132.

Milestone Wealth first reported a position in HON in Q4 2021 and has held it in 4 quarters since. The position peaked at $40K in Q1 2022. 2,181 funds tracked by Wall St. Rank hold HON as of Q3 2022.

  • Milestone Wealth held 203 shares of Honeywell worth $32K as of Q3 2022.
  • Milestone Wealth left its Honeywell share count unchanged in Q3 2022.
  • Honeywell made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #132 holding.
  • Milestone Wealth first reported a position in Honeywell in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Honeywell position peaked at $40K in Q1 2022.
  • 2,181 funds tracked by Wall St. Rank held Honeywell as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.