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Planned Solutions’s Honeywell HON Stock Holding History

Planned Solutions’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
-28
Closed -$5.37K – 335
2024
Q3 		$5.37K Buy
+28
New +$5.43K ﹤0.01% 495
2024
Q1 		– Sell
-107
Closed -$21.2K – 282
2023
Q4 		$21.2K Buy
+107
New +$19.3K 0.01% 366
2021
Q1 		– Sell
-28
Closed -$6K – 207
2020
Q4 		$6K Hold
28
– – ﹤0.01% 367
2020
Q3 		$4K Buy
+28
New +$4.16K ﹤0.01% 287

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

Planned Solutions's HON Position: Q4 2024 in Review

Planned Solutions sold out of Honeywell (HON) in Q4 2024, closing a stake of 28 shares — an estimated $5.37K sold.

Planned Solutions first reported a position in HON in Q3 2020 and held it in 4 quarters. The position peaked at $21.2K in Q4 2023. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Planned Solutions reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 28 Honeywell shares in Q4 2024, an estimated $5.37K.
  • Planned Solutions first reported a position in Honeywell in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Honeywell position peaked at $21.2K in Q4 2023.
  • 2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

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