Mountain Capital Investment Advisors’s Honeywell HON Stock Holding History

Mountain Capital Investment Advisors’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
2019 Q4	–	Sell	-2,657	Closed	-$424K	–	45
2019 Q3	$424K	Buy	2,657 +12	+0.5%	+$1.91K	0.37%	26
2019 Q2	$419K	Sell	2,645 -388	-13%	-$61.7K	0.39%	26
2019 Q1	$454K	Buy	3,033 +16	+0.5%	+$2.24K	0.49%	18
2018 Q4	$376K	Sell	3,017 -121	-4%	-$16.5K	0.52%	16
2018 Q3	$472K	Buy	3,138 +14	+0.4%	+$1.98K	0.46%	20
2018 Q2	$407K	Sell	3,124 -158	-5%	-$21K	0.4%	20
2018 Q1	$429K	Buy	3,282 +15	+0.5%	+$2.08K	0.47%	19
2017 Q4	$453K	Sell	3,267 -33	-1%	-$4.43K	0.44%	19
2017 Q3	$423K	Buy	3,300 +33	+1%	+$4.09K	0.38%	17
2017 Q2	$393K	Buy	+3,267	New	+$385K	0.38%	13

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mountain Capital Investment Advisors's HON Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Honeywell (HON) in Q4 2019, closing a stake of 2,657 shares — an estimated $424K sold.

Mountain Capital Investment Advisors first reported a position in HON in Q2 2017 and held it in 10 quarters. The position peaked at $472K in Q3 2018. 2,027 funds tracked by Wall St. Rank hold HON as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Honeywell position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 2,657 Honeywell shares in Q4 2019, an estimated $424K.
Mountain Capital Investment Advisors first reported a position in Honeywell in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's Honeywell position peaked at $472K in Q3 2018.
2,027 funds tracked by Wall St. Rank held Honeywell as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.