Strategic Global Advisors’s Honda HMC Stock Holding History

Strategic Global Advisors’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
2024 Q1	–	Sell	-8,694	Closed	-$269K	–	147
2023 Q4	$269K	Buy	8,694 +1,169	+16%	+$36.9K	0.06%	141
2023 Q3	$253K	Sell	7,525 -448	-6%	-$14.4K	0.04%	136
2023 Q2	$242K	Sell	7,973 -140	-2%	-$3.95K	0.04%	135
2023 Q1	$215K	Buy	+8,113	New	+$204K	0.03%	136
2022 Q2	–	Sell	-7,637	Closed	-$216K	–	153
2022 Q1	$216K	Buy	7,637 +116	+2%	+$3.41K	0.03%	133
2021 Q4	$970K	Sell	7,521 -29,172	-80%	-$849K	0.13%	124
2021 Q3	$1.13M	Sell	36,693 -65,109	-64%	-$2.05M	0.16%	124
2021 Q2	$3.28M	Buy	101,802 +595	+0.6%	+$18.5K	0.6%	51
2021 Q1	$3.06M	Buy	101,207 +19,764	+24%	+$569K	0.55%	67
2020 Q4	$2.3M	Buy	81,443 +39,403	+94%	+$1.06M	0.41%	82
2020 Q3	$996K	Sell	42,040 -305	-0.7%	-$7.71K	0.19%	115
2020 Q2	$1.08M	Buy	+42,345	New	+$1.03M	0.23%	102
2019 Q4	–	Sell	-21,779	Closed	-$568K	–	146
2019 Q3	$568K	Buy	21,779 +168	+0.8%	+$4.24K	0.13%	123
2019 Q2	$558K	Buy	21,611 +121	+0.6%	+$3.22K	0.12%	122
2019 Q1	$584K	Buy	+21,490	New	+$603K	0.12%	126

Other funds holding HMC

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return