MinichMacGregor Wealth Management’s Honeywell HON Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-243	Closed	-$49.1K	–	317
2022 Q4	$49.1K	Buy	+243	New	+$46.4K	0.02%	181
2018 Q4	–	Sell	-514	Closed	-$77K	–	259
2018 Q3	$77K	Sell	514 -420	-45%	-$59.5K	0.05%	97
2018 Q2	$122K	Hold	934	–	–	0.09%	65
2018 Q1	$121K	Buy	934 +13	+1%	+$1.8K	0.09%	60
2017 Q4	$127K	Buy	921 +6	+0.7%	+$805	0.1%	55
2017 Q3	$117K	Hold	915	–	–	0.1%	59
2017 Q2	$110K	Buy	915 +5	+0.5%	+$590	0.1%	57
2017 Q1	$102K	Buy	910 +3	+0.3%	+$331	0.09%	62
2016 Q4	$94K	Sell	907 -21	-2%	-$2.13K	0.09%	68
2016 Q3	$97K	Sell	928 -1	-0.1%	-$104	0.09%	69
2016 Q2	$97K	Sell	929 -43	-4%	-$4.42K	0.09%	68
2016 Q1	$97K	Hold	972	–	–	0.09%	66
2015 Q4	$90K	Buy	+972	New	+$89.1K	0.08%	65

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's HON Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Honeywell (HON) in Q1 2023, closing a stake of 243 shares — an estimated $49.1K sold.

MinichMacGregor Wealth Management first reported a position in HON in Q4 2015 and held it in 13 quarters. The position peaked at $127K in Q4 2017. 2,301 funds tracked by Wall St. Rank hold HON as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Honeywell position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 243 Honeywell shares in Q1 2023, an estimated $49.1K.
MinichMacGregor Wealth Management first reported a position in Honeywell in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Honeywell position peaked at $127K in Q4 2017.
2,301 funds tracked by Wall St. Rank held Honeywell as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.