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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 – 1474
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 $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's HMC Position: Q3 2023 in Review

Sowell Financial Services sold out of Honda (HMC) in Q3 2023, closing a stake of 15,735 shares — an estimated $477K sold.

Sowell Financial Services first reported a position in HMC in Q3 2019 and held it in 9 quarters. The position peaked at $518K in Q4 2022. 326 funds tracked by Wall St. Rank hold HMC as of Q3 2023.

  • Sowell Financial Services reported no remaining Honda position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 15,735 Honda shares in Q3 2023, an estimated $477K.
  • Sowell Financial Services first reported a position in Honda in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Honda position peaked at $518K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Honda as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.