Pinnacle Family Advisors’s Honeywell HON Stock Holding History

Pinnacle Family Advisors’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
2021 Q1	–	Sell	-1,350	Closed	-$270K	–	129
2020 Q4	$270K	Buy	+1,350	New	+$245K	0.17%	98
2020 Q1	–	Sell	-1,240	Closed	-$207K	–	78
2019 Q4	$207K	Buy	+1,240	New	+$203K	0.19%	75
2019 Q3	–	Sell	-1,359	Closed	-$224K	–	78
2019 Q2	$224K	Buy	+1,359	New	+$216K	0.19%	73
2017 Q1	–	Sell	-4,426	Closed	-$463K	–	63
2016 Q4	$463K	Buy	+4,426	New	+$450K	0.28%	49

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

Pinnacle Family Advisors's HON Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Honeywell (HON) in Q1 2021, closing a stake of 1,350 shares — an estimated $270K sold.

Pinnacle Family Advisors first reported a position in HON in Q4 2016 and held it in 4 quarters. The position peaked at $463K in Q4 2016. 2,195 funds tracked by Wall St. Rank hold HON as of Q1 2021.

Pinnacle Family Advisors reported no remaining Honeywell position as of Q1 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 1,350 Honeywell shares in Q1 2021, an estimated $270K.
Pinnacle Family Advisors first reported a position in Honeywell in Q4 2016 and held it in 4 quarters.
Pinnacle Family Advisors's Honeywell position peaked at $463K in Q4 2016.
2,195 funds tracked by Wall St. Rank held Honeywell as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.