Polaris Wealth Advisory Group’s Honeywell HON Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$8.43M	Buy	48,400 +209	+0.4%	+$38.2K	0.64%	55
2023 Q2	$9.42M	Sell	48,191 -4,309	-8%	-$800K	0.71%	51
2023 Q1	$9.46M	Buy	52,500 +49,651	+1,743%	+$9.34M	0.7%	50
2022 Q4	$570K	Buy	2,849 +186	+7%	+$35.5K	0.04%	130
2022 Q3	$431K	Buy	+2,663	New	+$464K	0.04%	121
2019 Q3	–	Sell	-1,284	Closed	-$214K	–	165
2019 Q2	$214K	Sell	1,284 -20,845	-94%	-$3.32M	0.02%	135
2019 Q1	$3.37M	Buy	+22,129	New	+$3.09M	0.25%	72
2018 Q4	–	Sell	-1,087	Closed	-$163K	–	279
2018 Q3	$163K	Buy	+1,087	New	+$154K	0.01%	169
2018 Q2	–	Sell	-705	Closed	-$92K	–	330
2018 Q1	$92K	Buy	+705	New	+$97.5K	0.01%	170

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Polaris Wealth Advisory Group increased its Honeywell (HON) stake by 0.43% in Q3 2023, buying an estimated $38.2K and bringing the position to 48,400 shares worth $8.43M. The position accounts for 0.64% of the portfolio, ranked #55.

Polaris Wealth Advisory Group first reported a position in HON in Q1 2018 and has held it in 9 quarters since. The position peaked at $9.46M in Q1 2023. 2,311 funds tracked by Wall St. Rank hold HON as of Q3 2023.

Polaris Wealth Advisory Group held 48,400 shares of Honeywell worth $8.43M as of Q3 2023.
Polaris Wealth Advisory Group bought 209 Honeywell shares in Q3 2023, an estimated $38.2K.
Honeywell made up 0.64% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #55 holding.
Polaris Wealth Advisory Group first reported a position in Honeywell in Q1 2018 and has held it in 9 quarters since.
Polaris Wealth Advisory Group's Honeywell position peaked at $9.46M in Q1 2023.
2,311 funds tracked by Wall St. Rank held Honeywell as of Q3 2023.

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