Planned Solutions’s Honda HMC Stock Holding History

Planned Solutions’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	-1,380	Closed	-$43.8K	–	332
2024 Q3	$43.8K	Buy	+1,380	New	+$43.8K	0.02%	314
2024 Q1	–	Sell	-1,380	Closed	-$42.7K	–	280
2023 Q4	$42.7K	Buy	+1,380	New	+$43.6K	0.02%	302

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

Planned Solutions's HMC Position: Q4 2024 in Review

Planned Solutions sold out of Honda (HMC) in Q4 2024, closing a stake of 1,380 shares — an estimated $43.8K sold.

Planned Solutions first reported a position in HMC in Q4 2023 and held it in 2 quarters. The position peaked at $43.8K in Q3 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Planned Solutions reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,380 Honda shares in Q4 2024, an estimated $43.8K.
Planned Solutions first reported a position in Honda in Q4 2023 and held it in 2 quarters.
Planned Solutions's Honda position peaked at $43.8K in Q3 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.