Patriot Financial Group Insurance Agency’s Honda HMC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-957	Closed	-$23K	–	1057
2022 Q2	$23K	Sell	957 -177	-16%	-$4.52K	﹤0.01%	956
2022 Q1	$32K	Sell	1,134 -367	-24%	-$10.8K	0.01%	912
2021 Q4	$43K	Sell	1,501 -21	-1%	-$611	0.01%	935
2021 Q3	$47K	Buy	1,522 +212	+16%	+$6.67K	0.01%	883
2021 Q2	$42K	Hold	1,310	–	–	0.01%	898
2021 Q1	$40K	Buy	1,310 +470	+56%	+$13.5K	0.01%	837
2020 Q4	$24K	Buy	840 +165	+24%	+$4.46K	0.01%	912
2020 Q3	$16K	Hold	675	–	–	0.01%	879
2020 Q2	$17K	Sell	675 -31	-4%	-$753	0.01%	798
2020 Q1	$16K	Buy	+706	New	+$18.1K	0.01%	713

Other funds holding HMC

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EIC

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's HMC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Honda (HMC) in Q3 2022, closing a stake of 957 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in HMC in Q1 2020 and held it in 10 quarters. The position peaked at $47K in Q3 2021. 273 funds tracked by Wall St. Rank hold HMC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Honda position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 957 Honda shares in Q3 2022, an estimated $23K.
Patriot Financial Group Insurance Agency first reported a position in Honda in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Honda position peaked at $47K in Q3 2021.
273 funds tracked by Wall St. Rank held Honda as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.