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Seven Springs Wealth Group’s Honeywell HON Stock Holding History

Seven Springs Wealth 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
2021
Q2 		– Sell
-80
Closed -$16K – 107
2021
Q1 		$16K Sell
80
-4
-5% -$781 0.01% 112
2020
Q4 		$17K Buy
84
+4
+5% +$727 0.01% 107
2020
Q3 		$12K Hold
80
– – 0.01% 115
2020
Q2 		$11K Hold
80
– – 0.01% 114
2020
Q1 		$10K Hold
80
– – 0.01% 118
2019
Q4 		$13K Buy
+80
New +$13.1K 0.01% 154

Other funds holding HON

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seven Springs Wealth Group's HON Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Honeywell (HON) in Q2 2021, closing a stake of 80 shares — an estimated $16K sold.

Seven Springs Wealth Group first reported a position in HON in Q4 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2020. 2,201 funds tracked by Wall St. Rank hold HON as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Honeywell position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 80 Honeywell shares in Q2 2021, an estimated $16K.
  • Seven Springs Wealth Group first reported a position in Honeywell in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Honeywell position peaked at $17K in Q4 2020.
  • 2,201 funds tracked by Wall St. Rank held Honeywell as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.