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Steward Partners Investment Solutions’s Honeywell HON Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.25M Buy
11,655
+955
+9% +$180K 0.38% 60
2023
Q4 		$2.11M Buy
+10,700
New +$1.93M 0.88% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Solutions's HON Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Honeywell (HON) stake by 8.9% in Q1 2024, buying an estimated $180K and bringing the position to 11,655 shares worth $2.25M. The position accounts for 0.38% of the portfolio, ranked #60.

Steward Partners Investment Solutions first reported a position in HON in Q4 2023 and has held it in 2 quarters since. 2,447 funds tracked by Wall St. Rank hold HON as of Q1 2024.

  • Steward Partners Investment Solutions held 11,655 shares of Honeywell worth $2.25M as of Q1 2024.
  • Steward Partners Investment Solutions bought 955 Honeywell shares in Q1 2024, an estimated $180K.
  • Honeywell made up 0.38% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #60 holding.
  • Steward Partners Investment Solutions first reported a position in Honeywell in Q4 2023 and has held it in 2 quarters since.
  • 2,447 funds tracked by Wall St. Rank held Honeywell as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.