Sugarloaf Wealth Management’s Honeywell HON Stock Holding History

Sugarloaf Wealth Management’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 Q4	$17.4K	Hold	82	–	–	﹤0.01%	420
2024 Q3	$15.9K	Hold	82	–	–	﹤0.01%	447
2024 Q2	$16.4K	Hold	82	–	–	﹤0.01%	424
2024 Q1	$15.8K	Hold	82	–	–	﹤0.01%	439
2023 Q4	$16.1K	Hold	82	–	–	﹤0.01%	424
2023 Q3	$14.2K	Hold	82	–	–	﹤0.01%	424
2023 Q2	$16K	Sell	82 -28	-25%	-$5.2K	﹤0.01%	418
2023 Q1	$20K	Sell	110 -1	-0.9%	-$188	﹤0.01%	391
2022 Q4	$22.4K	Hold	111	–	–	0.01%	392
2022 Q3	$18K	Hold	111	–	–	﹤0.01%	431
2022 Q2	$18K	Buy	111 +22	+25%	+$3.95K	﹤0.01%	430
2022 Q1	$16K	Sell	89 -1	-1%	-$185	﹤0.01%	434
2021 Q4	$18K	Hold	90	–	–	﹤0.01%	441
2021 Q3	$18K	Buy	90 +1	+1%	+$213	﹤0.01%	446
2021 Q2	$18K	Hold	89	–	–	﹤0.01%	432
2021 Q1	$18	Hold	89	–	–	0.01%	425
2020 Q4	$18K	Hold	89	–	–	0.01%	397
2020 Q3	$14K	Buy	89 +1	+1%	+$149	0.01%	411
2020 Q2	$12K	Hold	88	–	–	﹤0.01%	424
2020 Q1	$11K	Hold	88	–	–	﹤0.01%	415
2019 Q4	$14K	Buy	+88	New	+$14.4K	0.01%	424

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's HON Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Honeywell (HON) position steady in Q4 2024 at 82 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Sugarloaf Wealth Management first reported a position in HON in Q4 2019 and has held it in 21 quarters since. The position peaked at $22.4K in Q4 2022. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

Sugarloaf Wealth Management held 82 shares of Honeywell worth $17.4K as of Q4 2024.
Sugarloaf Wealth Management left its Honeywell share count unchanged in Q4 2024.
Honeywell made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #420 holding.
Sugarloaf Wealth Management first reported a position in Honeywell in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Honeywell position peaked at $22.4K in Q4 2022.
2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.