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Partnership Wealth Management’s Honeywell HON Stock Holding History

Partnership 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
2024
Q4 		– Sell
-21
Closed -$4.13K – 117
2024
Q3 		$4.13K Hold
21
– – ﹤0.01% 180
2024
Q2 		$4.27K Hold
21
– – ﹤0.01% 203
2024
Q1 		$4.11K Hold
21
– – ﹤0.01% 202
2023
Q4 		$4.04K Buy
+21
New +$3.79K ﹤0.01% 202

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

Partnership Wealth Management's HON Position: Q4 2024 in Review

Partnership Wealth Management sold out of Honeywell (HON) in Q4 2024, closing a stake of 21 shares — an estimated $4.13K sold.

Partnership Wealth Management first reported a position in HON in Q4 2023 and held it in 4 quarters. The position peaked at $4.27K in Q2 2024. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Partnership Wealth Management reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 21 Honeywell shares in Q4 2024, an estimated $4.13K.
  • Partnership Wealth Management first reported a position in Honeywell in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Honeywell position peaked at $4.27K in Q2 2024.
  • 2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.