RMR Wealth Builders’s Honda HMC Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-525	Closed	-$16K	–	380
2021 Q1	$16K	Hold	525	–	–	﹤0.01%	543
2020 Q4	$15K	Buy	+525	New	+$14.2K	0.01%	377
2020 Q3	–	Sell	-448	Closed	-$11K	–	325
2020 Q2	$11K	Buy	+448	New	+$10.9K	0.01%	343
2019 Q4	$13K	Buy	+448	New	+$12.5K	0.01%	332

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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