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Polaris Wealth Advisory Group’s Honda HMC Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q3 		$6.34M Sell
188,459
-43,918
-19% -$1.41M 0.48% 70
2023
Q2 		$7.04M Sell
232,377
-8,953
-4% -$253K 0.53% 67
2023
Q1 		$6.39M Buy
+241,330
New +$6.06M 0.47% 72

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's HMC Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Honda (HMC) stake by 19% in Q3 2023, selling an estimated $1.41M and leaving 188,459 shares worth $6.34M. The position accounts for 0.48% of the portfolio, ranked #70.

Polaris Wealth Advisory Group first reported a position in HMC in Q1 2023 and has held it in 3 quarters since. The position peaked at $7.04M in Q2 2023. 326 funds tracked by Wall St. Rank hold HMC as of Q3 2023.

  • Polaris Wealth Advisory Group held 188,459 shares of Honda worth $6.34M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 43,918 Honda shares in Q3 2023, an estimated $1.41M.
  • Honda made up 0.48% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #70 holding.
  • Polaris Wealth Advisory Group first reported a position in Honda in Q1 2023 and has held it in 3 quarters since.
  • Polaris Wealth Advisory Group's Honda position peaked at $7.04M in Q2 2023.
  • 326 funds tracked by Wall St. Rank held Honda as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.