Schechter Investment Advisors’s Honda HMC Stock Holding History

Schechter Investment Advisors’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	$937K	Buy	34,551 +3,796	+12%	+$108K	0.08%	246
2024 Q4	$878K	Buy	30,755 +1,238	+4%	+$35K	0.07%	260
2024 Q3	$937K	Sell	29,517 -420	-1%	-$13.3K	0.07%	262
2024 Q2	$965K	Buy	29,937 +168	+0.6%	+$5.68K	0.07%	244
2024 Q1	$1.11M	Buy	29,769 +576	+2%	+$19.8K	0.08%	223
2023 Q4	$902K	Sell	29,193 -2,219	-7%	-$70.1K	0.08%	248
2023 Q3	$1.06M	Sell	31,412 -476	-1%	-$15.3K	0.1%	212
2023 Q2	$967K	Sell	31,888 -5,543	-15%	-$156K	0.09%	245
2023 Q1	$992K	Buy	37,431 +10,269	+38%	+$258K	0.09%	259
2022 Q4	$621K	Sell	27,162 -5,400	-17%	-$125K	0.06%	434
2022 Q3	$703K	Buy	32,562 +6,187	+23%	+$156K	0.07%	397
2022 Q2	$637K	Sell	26,375 -4,097	-13%	-$105K	0.06%	448
2022 Q1	$862K	Buy	30,472 +731	+2%	+$21.5K	0.08%	357
2021 Q4	$846K	Buy	+29,741	New	+$865K	0.08%	367

Other funds holding HMC

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

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

MIP

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

EIC

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

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Schechter Investment Advisors's HMC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Honda (HMC) stake by 12% in Q1 2025, buying an estimated $108K and bringing the position to 34,551 shares worth $937K. The position accounts for 0.08% of the portfolio, ranked #246.

Schechter Investment Advisors first reported a position in HMC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2024. 339 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Schechter Investment Advisors held 34,551 shares of Honda worth $937K as of Q1 2025.
Schechter Investment Advisors bought 3,796 Honda shares in Q1 2025, an estimated $108K.
Honda made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #246 holding.
Schechter Investment Advisors first reported a position in Honda in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Honda position peaked at $1.11M in Q1 2024.
339 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.