Richard P. Slaughter Associates’s Honda HMC Stock Holding History

Richard P. Slaughter Associates’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
2025 Q1	–	Sell	-54,427	Closed	-$1.55M	–	141
2024 Q4	$1.55M	Sell	54,427 -91	-0.2%	-$2.57K	0.35%	72
2024 Q3	$1.73M	Buy	54,518 +5,446	+11%	+$173K	0.4%	72
2024 Q2	$1.58M	Buy	49,072 +2,899	+6%	+$98.1K	0.37%	70
2024 Q1	$1.72M	Sell	46,173 -3,945	-8%	-$136K	0.41%	66
2023 Q4	$1.55M	Sell	50,118 -2,363	-5%	-$74.6K	0.38%	75
2023 Q3	$1.77M	Sell	52,481 -221	-0.4%	-$7.11K	0.47%	56
2023 Q2	$1.6M	Sell	52,702 -163	-0.3%	-$4.6K	0.46%	59
2023 Q1	$1.4M	Buy	52,865 +2,998	+6%	+$75.2K	0.46%	69
2022 Q4	$1.14M	Buy	49,867 +5,282	+12%	+$122K	0.36%	88
2022 Q3	$962K	Buy	44,585 +2,282	+5%	+$57.7K	0.4%	85
2022 Q2	$1.02M	Buy	42,303 +3,064	+8%	+$78.3K	0.45%	83
2022 Q1	$1.11M	Buy	39,239 +2,815	+8%	+$82.7K	0.41%	88
2021 Q4	$1.04M	Buy	+36,424	New	+$1.06M	0.37%	94

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return