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Sound View Wealth Advisors’s Honeywell HON Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$2.2M Sell
14,700
-611
-4% -$85.4K 0.69% 44
2018
Q4 		$1.91M Buy
+15,311
New +$2.09M 0.69% 42

Other funds holding HON

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's HON Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Honeywell (HON) stake by 4% in Q1 2019, selling an estimated $85.4K and leaving 14,700 shares worth $2.2M. The position accounts for 0.69% of the portfolio, ranked #44.

Sound View Wealth Advisors first reported a position in HON in Q4 2018 and has held it in 2 quarters since. 1,860 funds tracked by Wall St. Rank hold HON as of Q1 2019.

  • Sound View Wealth Advisors held 14,700 shares of Honeywell worth $2.2M as of Q1 2019.
  • Sound View Wealth Advisors sold 611 Honeywell shares in Q1 2019, an estimated $85.4K.
  • Honeywell made up 0.69% of Sound View Wealth Advisors's portfolio in Q1 2019, its #44 holding.
  • Sound View Wealth Advisors first reported a position in Honeywell in Q4 2018 and has held it in 2 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Honeywell as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.