SFS
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Sowell Financial Services’s Honda HMC Stock Holding History

Sowell Financial Services’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
2023
Q3 		– Sell
-15,735
Closed -$477K – 547
2023
Q2 		$477K Buy
+15,735
New +$444K 0.03% 461
2023
Q1 		– Sell
-22,653
Closed -$518K – 791
2022
Q4 		$518K Buy
+22,653
New +$525K 0.03% 421
2021
Q2 		– Sell
-659
Closed -$20K – 1475
2021
Q1 		$20K Buy
659
+525
+392% +$15.1K ﹤0.01% 2058
2020
Q4 		$4K Buy
134
+1
+0.8% +$27 ﹤0.01% 2327
2020
Q3 		$3K Sell
133
-408
-75% -$10.3K ﹤0.01% 2122
2020
Q2 		$14K Sell
541
-1,068
-66% -$26K ﹤0.01% 1573
2020
Q1 		$36K Sell
1,609
-2,707
-63% -$69.2K ﹤0.01% 1157
2019
Q4 		$122K Sell
4,316
-4,014
-48% -$112K 0.01% 850
2019
Q3 		$217K Buy
+8,330
New +$210K 0.02% 612

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return