Platte River Wealth Advisors’s Honeywell HON Stock Holding History

Platte River Wealth 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
2024 Q1	–	Sell	-2,053	Closed	-$406K	–	94
2023 Q4	$406K	Buy	2,053 +116	+6%	+$20.9K	0.13%	69
2023 Q3	$337K	Buy	1,937 +823	+74%	+$151K	0.12%	75
2023 Q2	$218K	Buy	+1,114	New	+$207K	0.08%	91
2022 Q1	–	Sell	-1,031	Closed	-$210K	–	86
2021 Q4	$210K	Sell	1,031 -9	-0.9%	-$1.82K	0.07%	86
2021 Q3	$208K	Sell	1,040 -87	-8%	-$18.5K	0.08%	85
2021 Q2	$233K	Buy	+1,127	New	+$238K	0.09%	85

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

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

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

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

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

Platte River Wealth Advisors's HON Position: Q1 2024 in Review

Platte River Wealth Advisors sold out of Honeywell (HON) in Q1 2024, closing a stake of 2,053 shares — an estimated $406K sold.

Platte River Wealth Advisors first reported a position in HON in Q2 2021 and held it in 6 quarters. The position peaked at $406K in Q4 2023. 2,447 funds tracked by Wall St. Rank hold HON as of Q1 2024.

Platte River Wealth Advisors reported no remaining Honeywell position as of Q1 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 2,053 Honeywell shares in Q1 2024, an estimated $406K.
Platte River Wealth Advisors first reported a position in Honeywell in Q2 2021 and held it in 6 quarters.
Platte River Wealth Advisors's Honeywell position peaked at $406K in Q4 2023.
2,447 funds tracked by Wall St. Rank held Honeywell as of Q1 2024.

Based on Platte River Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.