Sierra Summit Advisors’s Honda HMC Stock Holding History

Sierra Summit 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
2024 Q4	–	Sell	-22,253	Closed	-$706K	–	159
2024 Q3	$706K	Buy	22,253 +3,348	+18%	+$106K	0.16%	82
2024 Q2	$609K	Buy	18,905 +2,650	+16%	+$89.7K	0.15%	89
2024 Q1	$605K	Buy	16,255 +37	+0.2%	+$1.27K	0.16%	72
2023 Q4	$501K	Buy	+16,218	New	+$512K	0.15%	84

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Sierra Summit Advisors's HMC Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Honda (HMC) in Q4 2024, closing a stake of 22,253 shares — an estimated $706K sold.

Sierra Summit Advisors first reported a position in HMC in Q4 2023 and held it in 4 quarters. The position peaked at $706K in Q3 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Sierra Summit Advisors reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Sierra Summit Advisors sold 22,253 Honda shares in Q4 2024, an estimated $706K.
Sierra Summit Advisors first reported a position in Honda in Q4 2023 and held it in 4 quarters.
Sierra Summit Advisors's Honda position peaked at $706K in Q3 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.