SMART Wealth’s Honeywell HON Stock Holding History

SMART Wealth’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
2024 Q4	–	Sell	-1,073	Closed	-$209K	–	160
2024 Q3	$209K	Sell	1,073 -346	-24%	-$67.1K	0.08%	136
2024 Q2	$286K	Buy	1,419 +136	+11%	+$25.9K	0.12%	100
2024 Q1	$248K	Buy	+1,283	New	+$242K	0.11%	96

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SMART Wealth's HON Position: Q4 2024 in Review

SMART Wealth sold out of Honeywell (HON) in Q4 2024, closing a stake of 1,073 shares — an estimated $209K sold.

SMART Wealth first reported a position in HON in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2024. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

SMART Wealth reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
SMART Wealth sold 1,073 Honeywell shares in Q4 2024, an estimated $209K.
SMART Wealth first reported a position in Honeywell in Q1 2024 and held it in 3 quarters.
SMART Wealth's Honeywell position peaked at $286K in Q2 2024.
2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.