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Next Financial Group’s Honda HMC Stock Holding History

Next Financial Group’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$39K Buy
1,370
+354
+35% +$10.3K ﹤0.01% 1581
2021
Q3 		$31K Buy
+1,016
New +$32K ﹤0.01% 1622
2021
Q2 		– Sell
-28
Closed -$1K – 2652
2021
Q1 		$1K Sell
28
-213
-88% -$6.13K ﹤0.01% 2420
2020
Q4 		$7K Buy
241
+116
+93% +$3.13K ﹤0.01% 1884
2020
Q3 		$3K Buy
+125
New +$3.16K ﹤0.01% 1967
2020
Q2 		– Sell
-193
Closed -$5K – 1141
2020
Q1 		$5K Sell
193
-1,636
-89% -$41.8K ﹤0.01% 1705
2019
Q4 		$52K Buy
1,829
+1,636
+848% +$45.6K 0.01% 1175
2019
Q3 		$5K Sell
193
-40
-17% -$1.01K ﹤0.01% 1911
2019
Q2 		$6K Buy
233
+125
+116% +$3.33K ﹤0.01% 1833
2019
Q1 		$3K Sell
108
-17
-14% -$477 ﹤0.01% 1372
2018
Q4 		$3K Buy
+125
New +$3.46K ﹤0.01% 1671
2017
Q4 		– Sell
-5
Closed – – 740
2017
Q3 		$0 Hold
5
– – ﹤0.01% 1836
2017
Q2 		$0 Sell
5
-157
-97% -$4.44K ﹤0.01% 1936
2017
Q1 		$5K Hold
162
– – ﹤0.01% 1506
2016
Q4 		$5K Buy
162
+7
+5% +$206 ﹤0.01% 1932
2016
Q3 		$4K Sell
155
-268
-63% -$7.67K ﹤0.01% 1995
2016
Q2 		$10K Sell
423
-100
-19% -$2.69K ﹤0.01% 1191
2016
Q1 		$14K Sell
523
-17
-3% -$467 ﹤0.01% 1056
2015
Q4 		$17K Sell
540
-150
-22% -$4.86K 0.01% 988
2015
Q3 		$20K Buy
690
+5
+0.7% +$160 0.01% 944
2015
Q2 		$22K Sell
685
-50
-7% -$1.7K 0.01% 968
2015
Q1 		$24K Hold
735
– – 0.01% 922
2014
Q4 		$22K Sell
735
-5
-0.7% -$155 0.01% 938
2014
Q3 		$25K Buy
740
+735
+14,700% +$25.4K 0.01% 1283
2014
Q2 		$0 Buy
+5
New +$171 ﹤0.01% 1218

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Next Financial Group's HMC Position: Q4 2021 in Review

Next Financial Group increased its Honda (HMC) stake by 35% in Q4 2021, buying an estimated $10.3K and bringing the position to 1,370 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Next Financial Group first reported a position in HMC in Q2 2014 and has held it in 25 quarters since. The position peaked at $52K in Q4 2019. 272 funds tracked by Wall St. Rank hold HMC as of Q4 2021.

  • Next Financial Group held 1,370 shares of Honda worth $39K as of Q4 2021.
  • Next Financial Group bought 354 Honda shares in Q4 2021, an estimated $10.3K.
  • Honda made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1581 holding.
  • Next Financial Group first reported a position in Honda in Q2 2014 and has held it in 25 quarters since.
  • Next Financial Group's Honda position peaked at $52K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Honda as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.