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MPS Loria Financial Planners’s Honeywell HON Stock Holding History

MPS Loria Financial Planners’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
-216
Closed -$44K – 314
2021
Q1 		$44K Sell
216
-62
-22% -$12.1K 0.02% 174
2020
Q4 		$54K Buy
+278
New +$50.5K 0.02% 154

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

MPS Loria Financial Planners's HON Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Honeywell (HON) in Q2 2021, closing a stake of 216 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in HON in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q4 2020. 2,202 funds tracked by Wall St. Rank hold HON as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Honeywell position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 216 Honeywell shares in Q2 2021, an estimated $44K.
  • MPS Loria Financial Planners first reported a position in Honeywell in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Honeywell position peaked at $54K in Q4 2020.
  • 2,202 funds tracked by Wall St. Rank held Honeywell as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.