Peterson Financial Group’s Honeywell HON Stock Holding History

Peterson Financial Group’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 Q3	$20.1K	Buy	+103	New	+$20K	0.08%	151
2023 Q1	–	Sell	-6,675	Closed	-$1.35M	–	42
2022 Q4	$1.35M	Sell	6,675 -3,876	-37%	-$741K	1.78%	16
2022 Q3	$1.66M	Buy	10,551 +58	+0.6%	+$10.1K	1.61%	20
2022 Q2	$1.72M	Buy	10,493 +765	+8%	+$137K	1.62%	23
2022 Q1	$1.78M	Buy	9,728 +816	+9%	+$151K	1.48%	23
2021 Q4	$1.75M	Buy	+8,912	New	+$1.8M	1.43%	26

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Peterson Financial Group's HON Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Honeywell (HON) in Q3 2024: 103 shares worth $20.1K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in HON as recently as Q4 2022.

Peterson Financial Group first reported a position in HON in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.78M in Q1 2022. 2,498 funds tracked by Wall St. Rank hold HON as of Q3 2024.

Peterson Financial Group held 103 shares of Honeywell worth $20.1K as of Q3 2024.
Honeywell was a new Peterson Financial Group position in Q3 2024.
Honeywell made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #151 holding.
Peterson Financial Group first reported a position in Honeywell in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Honeywell position peaked at $1.78M in Q1 2022.
2,498 funds tracked by Wall St. Rank held Honeywell as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.