SWM
HMC icon

Selective Wealth Management’s Honda HMC Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-3,000
Closed -$92K – 679
2021
Q3 		$92K Buy
+3,000
New +$94.4K 0.05% 194

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Selective Wealth Management's HMC Position: Q4 2021 in Review

Selective Wealth Management sold out of Honda (HMC) in Q4 2021, closing a stake of 3,000 shares — an estimated $92K sold.

Selective Wealth Management first reported a position in HMC in Q3 2021 and held it in 1 quarter. The position peaked at $92K in Q3 2021. 272 funds tracked by Wall St. Rank hold HMC as of Q4 2021.

  • Selective Wealth Management reported no remaining Honda position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 3,000 Honda shares in Q4 2021, an estimated $92K.
  • Selective Wealth Management first reported a position in Honda in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Honda position peaked at $92K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Honda as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.