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Oak Point Wealth Management’s Honeywell HON Stock Holding History

Oak Point 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
2018
Q1 		$3K Hold
22
– – ﹤0.01% 187
2017
Q4 		$3K Buy
+22
New +$2.95K ﹤0.01% 191

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Point Wealth Management's HON Position: Q1 2018 in Review

Oak Point Wealth Management held its Honeywell (HON) position steady in Q1 2018 at 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Oak Point Wealth Management first reported a position in HON in Q4 2017 and has held it in 2 quarters since. 1,717 funds tracked by Wall St. Rank hold HON as of Q1 2018.

  • Oak Point Wealth Management held 22 shares of Honeywell worth $3K as of Q1 2018.
  • Oak Point Wealth Management left its Honeywell share count unchanged in Q1 2018.
  • Honeywell made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #187 holding.
  • Oak Point Wealth Management first reported a position in Honeywell in Q4 2017 and has held it in 2 quarters since.
  • 1,717 funds tracked by Wall St. Rank held Honeywell as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.