Operose Advisors’s Honda HMC Stock Holding History

Operose Advisors’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
2024 Q4	–	Sell	-538	Closed	-$17.1K	–	529
2024 Q3	$17.1K	Hold	538	–	–	0.01%	419
2024 Q2	$17.3K	Hold	538	–	–	0.01%	373
2024 Q1	$20K	Sell	538 -492	-48%	-$16.9K	0.01%	390
2023 Q4	$31.8K	Buy	1,030 +492	+91%	+$15.5K	0.01%	282
2023 Q3	$18.1K	Buy	+538	New	+$17.3K	0.01%	486

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Operose Advisors's HMC Position: Q4 2024 in Review

Operose Advisors sold out of Honda (HMC) in Q4 2024, closing a stake of 538 shares — an estimated $17.1K sold.

Operose Advisors first reported a position in HMC in Q3 2023 and held it in 5 quarters. The position peaked at $31.8K in Q4 2023. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Operose Advisors reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 538 Honda shares in Q4 2024, an estimated $17.1K.
Operose Advisors first reported a position in Honda in Q3 2023 and held it in 5 quarters.
Operose Advisors's Honda position peaked at $31.8K in Q4 2023.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.