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Northwest Financial Advisors’s Honeywell HON Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-292
Closed -$56.8K – 289
2024
Q3 		$56.8K Buy
+292
New +$56.6K 0.05% 212
2024
Q1 		– Sell
-504
Closed -$99.6K – 265
2023
Q4 		$99.6K Buy
+504
New +$90.9K 0.08% 141

Other funds holding HON

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Financial Advisors's HON Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Honeywell (HON) in Q4 2024, closing a stake of 292 shares — an estimated $56.8K sold.

Northwest Financial Advisors first reported a position in HON in Q4 2023 and held it in 2 quarters. The position peaked at $99.6K in Q4 2023. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 292 Honeywell shares in Q4 2024, an estimated $56.8K.
  • Northwest Financial Advisors first reported a position in Honeywell in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Honeywell position peaked at $99.6K in Q4 2023.
  • 2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.